News & Insights

Maximizing Your Charitable Giving for Tax Benefits

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By: Jen Danko   We all wish we could contribute more to those causes and communities we care about most. By thoughtfully strategizing your charitable giving, you have the opportunity to […]

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IRS Issues Guidance on New Retirement Catch-up Contribution Rules

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In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping new law made some significant changes to so-called catch-up contributions, […]

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IRS Pushes Back Changes to 401(k) Catch-Up Contributions

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The Internal Revenue Service (IRS) announced in late August, 2023, it will push back changes to 401(k) catch-up contributions that were scheduled to take effect in 2024.   Under the […]

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The Importance of Pre-Death Estate Planning

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By: Jen Danko  Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning.   […]

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Selling Mutual Fund Shares: What are the Tax Implications?

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If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. According to the Investment Company Institute, a survey found 58.7 million […]

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