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Many articles have been written about the Gift Tax implications of estate planning gifts. For most individuals, a more important consideration should be the income tax implications of substantial gifts to family, to charities, or mixed gifts that ben ... Continue Reading »

Tax season is a great time to examine the contents of your old filing cabinet and desk drawers, reduce the clutter, and shred any documents you no longer need. Many clients ask for guidance on how long you should retain your personal income tax and o ... Continue Reading »