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News

Tuesday February 19, 2019

Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good...
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Helping Seniors Extend Their Driving Years
Savvy Living
What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a...
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IRS Phone Calls Peak on February 19
Washington News
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS....
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