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October 3, 2018
Charitable Gifts of Publicly Traded Securities By Jackie Jacobs Many people mistakenly believe that all donations of appreciated securities are deductible at full fair market value, […]
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October 3, 2018
Irrevocable Life Insurance Trust Many people aren’t aware that the Internal Revenue Service can include proceeds from their life insurance policies in their estates for tax […]
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October 3, 2018
The Amazing Charitable IRA Rollover Gift and Bunching Strategies By Jackie Jacobs IRA Rollover: If you are at least 70 ½ years old, you can make […]
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