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Big Potential Tax Changes on the Horizon for Clients

The U.S. House Ways and Means Committee released proposed budget reconciliation legislation on September 13, 2021. The bill still must complete many steps in the legislative process – including passage by the full House of...more

Low Interest Rates and Asset Values Create Unique Opportunity for Gift Planning

The spread of the coronavirus has impacted the health and financial well-being of people worldwide.  The safety and security of oneself and one’s family are naturally of critical importance during these times....more

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