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A Gift Of Stock

Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications. Information is key when using this strategy! Learn more on this week’s “Tax Tip”!

Understanding the Home Gain Exclusion

One of the biggest tax benefits available today is the exclusion of gains when you sell your qualified home. Read up on this tax benefit and how it may apply to you on our latest “Tax Tip of the Week”!