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Do your CPA and financial advisor talk to each other? They should. In this article, I share how that connection can lead to better planning, fewer surprises, and more confidence in your financial decisions.
Washington has been busy. Last month, Congress passed – and President Trump signed – the One Big Beautiful Bill Act (OBBBA). At nearly 900 pages,
Tax time is here! As a wealth manager at Deerfield Financial Advisors, I’m all too familiar with the chaos that can occur every year around
At Deerfield Financial Advisors, one of the many financial insights we share with our clients is how to realize tax savings. While tax planning can
Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of retirees
As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets,
The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income
As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on
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