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Newsletters
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.