This special edition Q1 2018 Tax Letter is full of investing and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on: 2018 Tax News Taxable Versus Tax-Deferred Accounts Tax Credits Beat Tax Deductions Asset Allocation in 529 Plans IRS Ruling May Rescue Estate Plans ESOPs As Retirement Plans  …

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This month’s newsletter is all about college and taxes.  It contains the following topics: College Costs Are Increasing Again Start FAFSA Planning Earlier Asset Allocation in 529 Plans Outlining the Trump Tax Plan How Small Business Retirement Plans Compare Tax Calendar   Did you know? Among recent vacation home buyers, 36% purchased in a beach location,…

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