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Planning your financial future doesn’t have to be overwhelming. Whether you’re reviewing your current goals or just getting started, the right guidance can make all the difference.
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It goes without saying, but we’ll say it anyway, this is one of the most important windows for Year-End Tax Planning.
Don’t let retirement surprises catch you off guard.
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax.
