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Gift Planning

Monday June 23, 2025

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Personal Planner

Gift Tax Surprise

Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned...

Washington News

Energy Credits Available for 2025

The House and Senate are working on a major tax bill. Both the House and Senate propose allowing energy...

Savvy Living

Does Medicare Cover Annual Physical Exams?

Does Medicare cover annual physical exams? I have gotten a physical every year and would like to find out what...

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