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Utilizing The Annual Gift Tax Exclusion

Utilizing the Annual Gift Tax Exclusion

We’re closing in on the end of 2021, and it’s a time when many people consider making year-end gifts to charities and family members. When you transfer cash or other…

Take Advantage Of The Gift Tax Exclusion Rules

Take advantage of the gift tax exclusion rules

As we head toward the gift-giving season, you may be considering giving gifts of cash or securities to your loved ones. Taxpayers can transfer substantial amounts free of gift taxes…

Is That A Taxable Turkey?

Is That a Taxable Turkey?

As we approach the holiday season, many companies embrace the spirit of giving by providing extra goodies to their dedicated employees. However, it's essential to be aware that what appears…

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