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Creative Planning: Creative Planning | Wealth Management & Financial Advisors
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Preparing You for a Smooth Tax Season As the year draws to a close, it’s never too early to start thinking about the 2025 tax filing season (even though you may be reluctant to). There are several tax preparation items I’d like to bring to your attention as you begin to assemble your tax materials. Understanding the ... title="2025 Tax Filing: Important Documents...
Key Takeaways Embracing the AI Revolution: Why Modernizing Your Accounting Software Is a Must For business owners, the conversation about artificial intelligence (AI) and its advanced cousin, agentic AI, is no longer futuristic — it’s an immediate strategic imperative. You might see AI as a tool for the “big four accounting firms,” but its true ... title="Embracing the AI ...
Key Takeaways The United States is currently undergoing a massive generational wealth transfer. By the late 2040s, an estimated $124 trillion in assets is expected to pass from older generations to younger generations. This massive transfer is prompting discussions around estate planning, wealth preservation and the type of financial legacy individuals wish to leave behind. ....
Productive conversations about money can be a great way for a family to share financial values and support each other in building positive financial habits.
Key Takeaways As the holidays near, many Americans look for ways to help those in need, leading to a year-end rise in charitable donations. Not only can your donations help others but they also have the secondary benefit of lowering your taxable income. However, some tax-efficient charitable giving strategies are significantly more efficient than others. ... title="Maximiz...
