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TAX BLUEPRINTS” – Episode 14 – Demystifying the Annual Gift Tax Exclusion: Strategies and Implications
Join Daniel Rohr, CPA and managing shareholder of Rohr and Associates, as he delves deep […]
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Navigating The Estate Planning Benefits Of An Irrevocable Trust In California
In the realm of estate planning, an irrevocable trust can be a powerful tool for […]
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Benefits Of A Living Trust In California
A living trust is a popular estate planning tool that offers numerous advantages to individuals […]
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Individual Retirement Accounts – Traditional vs. Roth
When it comes to retirement planning, one of the most popular investment vehicles available to […]
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Portability And The Deceased Spousal Unused Exemption: A Comprehensive Guide
When a spouse passes away, their surviving partner often faces complex financial and legal challenges. […]
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Unraveling The Benefits Of Cost Segregation Studies For Tax Savings
Cost segregation studies have become increasingly popular among real estate owners and investors, thanks to […]
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Unlocking Tax Benefits For Employees And Business Owners: The Power Of An Accountable Plan
In today’s competitive business environment, attracting and retaining top talent is a priority for many […]
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Understanding The 1031 Exchange: A Guide For Real Estate Investors
The 1031 exchange, also known as a like-kind exchange or Starker exchange, is a valuable […]
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Understanding 401(k)S, Simple IRAs, And SEP IRAs: Key Differences Explained
Preparing for retirement is a critical aspect of personal financial planning. One way to secure […]
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Maximize Your Wealth: Utilizing A Health Savings Account (HSA) For Investment Purposes
Health Savings Accounts (HSAs) are a popular vehicle for saving on medical expenses and reducing […]
