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Important Dates 2022
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Evensky & Katz / Foldes
This guide is designed to provide quick, accurate references for the most frequently needed financial numbers, ensuring you have the information you need at your fingertips.
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Charitable Capital Gain Harvesting – A Tax Twofer For Those Charitably Inclined
It is rare for the IRS to allow two benefits for the price of one, but for those considering charitable giving, here is a strategy to capture just that. Donating appreciated securities, a method we call charitable capital gain harvesting, allows donors to receive a double benefit from charitable contributions in the form of 1) the market…
