5 year-end tax-planning actions to take before 2026

5 year-end tax-planning actions to take before 2026

Passage of the One Big Beautiful Bill Act (OBBBA) changed the tax landscape, making permanent many…

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Ask the Editor, October 17: QCDs and Tax-Planning

Ask the Editor, October 17: QCDs and Tax-Planning

Each week, in our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers…

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Thanks to the OBBB, Now Could Be a Prime Tax-Planning Window

Thanks to the OBBB, Now Could Be a Prime Tax-Planning Window

If you are like our clients whom we call Midwestern Millionaires — hardworking, frugal, diligent savers…

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3 Tax-Planning Numbers All Employees Should Know In 2025

3 Tax-Planning Numbers All Employees Should Know In 2025

There are three yearly tax numbers every employee should know. getty January is a good time…

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