NOTE: The Coronavirus Aid, Relief and Economic Security (CARES) Act passed by Congress and signed into law by the president on March 27, 2020, is an extensive document with more than 800 pages of text. We are breaking down many of the aspects of the Act which...
By Jen Hildebrand This time of year is about the joy of giving. Gifts can take many forms – usually they are a combination of your time, talent and treasure. As financial planners, now is also the time of year we remind our clients to claim a tax deduction for their...
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