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Tax Planning In An Era of Change

The U.S. Capital building

Tax Alerts and Resources

  • Our annual overview of various federal and state income and transfer tax rates for 2017 and 2018. This year's guide includes information on various annual inflation adjustments and numerous state income tax changes.
  • The tax information provided in this guide is a high-level summary of certain tax rules. The rules described below are highly complex and exceptions may apply. In using this guide, you should confirm with a tax advisor whether and how the rules noted below apply to your particular circumstances.
  • 2017 Tax Act Changes Affecting Donors and Charities
  • Wealth Strategy Report
  • Wealth Strategy Report
  • Tax Reform Signed into Law
  • How tax reform, budget negotiations and other legislative decisions could affect the markets and your financial life

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