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  • Window of Opportunity: Leveraging the estate and gift tax exemption

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease in the established limit in 2026, we’re taking a look at a few strategies for consideration, in order to leverage this unique situation through tax-efficient wealth transfer.

  • Simple steps to prepare for tax filing

    Check it Out! Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.

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