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Kramer: Savvy gift givers lower taxable income
By Edward Kramer With the passage of the Tax Cuts and Jobs Act of 2017, the use of qualified charitable distributions from your individual retirement account remains a tax-savvy option for making charitable gifts and, for many people, is now an even more appealing choice. Making QCDs can lower your taxable income and reduce the Read More →
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Kramer: Shared assets and unspoken expectations
By Edward Kramer With young children at home, my family has a common saying: “Share with your brother/sister.” Interestingly, sharing can be as difficult for adult siblings as for their younger selves, though the stakes are higher. Adult children are asked to share the family farm, beach house or mountain cabin — and, to complicate Read More →
