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College Planning

Year End Planning Items

December 23, 2016 By Mike

It inevitably seems like the week between Christmas and New Years becomes one big to-do list where we try to remember and then accomplish it all before the calendar flips.

At the risk of giving you more things to tackle, here are a few financial items to review. Some may help lower the tax bill  while others are just good to do on an annual basis. [Read more…] about Year End Planning Items

Filed Under: Planning Tagged With: Charity, College Planning, Estate Planning, Gifting, Taxes

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