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Tax Management

Home » Archive by Category "Tax Management"
22 Jun
Estate Planning, Tax Management

Tax & Estate Strategies for Married LGBTQ+ Couples

  • June 22, 2021
  • By author-avatar Zack Armstrong
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  In this age of marriage equality, there are new possibilities. Provided by Zachary H. Armstrong, CFA The 2015 Obergefell v. H...

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12 Apr
Investment Ideas, Tax Management

Qualified Charitable Distributions

  • April 12, 2021
  • By author-avatar Zack Armstrong
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  A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Zachary H Armstrong, CFA   ...

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