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Don’t Tax Yourself

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Kristin Wildman Shirahama Writes “Plan Ahead for Potential Estate and Gift Tax Changes” for Rethinking65

Estates, Gifting • By Kristin Wildman Shirahama • April 1, 2021

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Sandra O’Neill Writes “Your Clients Could Be Getting a Jump Start” for Rethinking65

Benefits, COVID-19 Resources • By Sandra F. O’Neill • March 31, 2021

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Update on Revised DOR Income Tax Pandemic Regulations for Telecommuters

COVID-19 Resources, Taxes • By Sandra F. O’Neill • March 26, 2021

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Love It or List It: What to Do With the Marital Home in Case of Divorce

COVID-19 Resources, Real Estate • By Lynette Paczkowski • March 23, 2021

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Tax Credits Available for Voluntary FFCRA Leave Granted Through March 2021

COVID-19 Resources, Taxes • By Jacob A. Tosti • February 3, 2021

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More Key Tax Provisions from the Consolidated Appropriations Act

COVID-19 Resources, Taxes • By Sandra F. O’Neill • January 25, 2021

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Consolidated Appropriations Act Clarifies CARES Act Tax Measures and Adds New Provisions

COVID-19 Resources, Taxes • By Sandra F. O’Neill • January 21, 2021

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Sandra O’Neill writes “Uncertainty Ahead: Rethinking Business Tax Planning” for Financial Advisor Magazine

COVID-19 Resources, Taxes • By Sandra F. O’Neill • December 21, 2020

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When to Take Advantage of a Spousal Lifetime Access Trust (SLAT)

COVID-19 Resources, Trusts • By Rebecca MacGregor • November 24, 2020

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IRS and Treasury Updated Guidance on Deductibility of Expenses Paid for with PPP Loan Proceeds

Celebrity / Current Events, Taxes • By Sandra F. O’Neill • November 23, 2020

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PPP Updates and Year End Tax & Financial Planning (Webinar)

COVID-19 Resources, Taxes • November 23, 2020

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2020 End of Year Tax Planning for Individuals

Taxes • By Sandra F. O’Neill • October 29, 2020