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*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Products and…

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…

Year-end tax planning in 2025 will be especially important and effective. The OBBBA changes to the tax code and market volatility provide excellent low-risk opportunities and…

The §199A Qualified Business Income (QBI) Deduction remains one of the most impactful — and complex — provisions in the tax code for small business owners and their advisors.…

The Form 1040 is not just a tax return—it is a powerful diagnostic tool that reveals a client’s financial situation and creates opportunities for proactive planning. In this…