Tax Planning

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OBBBA 101: Quick Guide for Advisors Supporting Clients

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an advisor with his client reviewing the OBBBA within their tax planning and estate planning

Pros & Cons of OBBBA: What Advisors Should Flag Before Year-End

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Pros & Cons of OBBBA: How Waiting Could Cost You in 2026

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The Big Beautiful Bill in Plain English: What Business Owners Need to Know

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OBBBA Pros: Tax Savings & Opportunities You Can Use Now

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The SALT Deduction and Real Estate Clients

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Tax Planning Under the Big Beautiful Bill: What Changed?

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The SALT Deduction Is Back—Here’s Why That Matters

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Is It Time to Update Your Tax Plan?

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Winners and Losers Under the Big Beautiful Bill

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How Advisors Should Talk to Clients About the New Estate Exemption

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Think You’re Safe from Estate Taxes? Think Again

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The Good News About Your Income Taxes

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What the Big Beautiful Bill Means for Your Estate Plan

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Is Your Trust Aligned with Your Tax Planning?

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The Estate Tax Sunset in 2026: Why Proactive Planning Matters

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an older couple smiling together holding a small wooden house, symbolizing their trusts and assets.

AB Trusts—Do You Need to Get Rid of Yours?

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Start the Year with Strategic Tax Planning for Your Estate

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Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?

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What Real Estate Owners Don’t Know Can Hurt Them

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