tax-planning

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FEATURED INSIGHT

Reduce Your Estate's Tax Burden with Gifting

Explore tax-efficient gifting strategies—from annual exclusions to...

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Tax-Saving Strategies for High-Value Real Estate Transactions

High-value real estate transactions can have significant tax implications. Learn about tax-saving...

When is Tax Day in 2025?

The deadline to file taxes is April 15, 2025. EP Wealth advisors provide tax planning solutions...

How Can I Donate to Charity Effectively?

In the full scope of managing money, people want to know that the money they donate to charitable...

Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time

Author: Rick Bryan