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Life Events

Discover Lifelong Benefits: How the Adoption Tax Credit Can Change Your Family's Story

Adopting a child can be a challenging process, both emotionally and financially. To ease the financial...

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Why Updating Beneficiaries is Crucial After Life Changes

In the realm of estate planning, naming beneficiaries is a critical step that ensures your assets are...

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Protecting Our Seniors; Understanding and Preventing Scams

As our population ages, seniors increasingly become targets for a variety of scams. These fraudulent...

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Reclaim Your Life: Essential Steps to Overcome Identity Theft and Secure Your Future

In an era where digital transactions and online interactions have become the norm, the specter of identity...

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Guarding Your Refund: The Complicated World of Tax-Related Identity Theft

Over one million tax returns were flagged for identity theft last year. Learn how the IRS is protecting...

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Death of a Loved One

The death of a loved one is one of life’s most difficult times and a time for reflection and grieving....

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Navigating the Legacy: A Comprehensive Guide to Estate Planning for Baby Boomers

Discover the critical steps to safeguard your family's financial future. Learn how to address common...

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Divorced, Separated, Married or Widowed This Year? Unpleasant Surprises May Await You at Tax Time

Taxpayers are frequently blindsided when their filing status changes because of a life event such as...

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Life Changing Events Can Impact Your Taxes

Throughout your life there will be certain significant occasions that will impact not only your day-to-day...

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Tax Tips for Recently Married Taxpayers

This is the time of year for many couples to tie the knot. When you marry, here are some post-marriage...

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Is Your Will or Trust Up-to-Date?

When was the last time you or your attorney reviewed or updated your will or trust? If it was some time...

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Tips for Recently Married Taxpayers

Now that the honeymoon is over, there is a number of tax and financial issues newlyweds need to consider...

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