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Tax Reform and You

Help start 2020 on stronger financial footing with this end-of-2019 checklist.
These smart moves can help you make the most of your charitable giving in light of tax reform.
The lessons learned by those who filed in April may help you be better prepared for the next Tax Day.
This wealth transfer option may be a tax-effective way to financially support aging parents and your children.
Trusts may be helpful wealth-transfer tools for both taxable and nontaxable estates.
Sweeping changes enacted by the Tax Cuts and Jobs Act created potential opportunities for some real estate investors. Here's what you should know—and next steps to consider.

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