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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
Largest Social Security Increase in Four Decades
The Social Security Administration has announced a 5.9% increase in benefits for 2022. This is a dramatic change over the 1.3% increase for 2021. During the past decade, the...
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Case of the Week
Grizzly Gordon and the Ranch LLC
Grizzly Gordon grew up in the Big Sky country. He loves the mountain and plain vistas of this beautiful ranching country. Grizzly is now 72. He decides that perhaps it's...
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Private Letter Ruling
Foundation Granted Extension to Dispose of Excess Business Holdings
Foundation is classified as a Sec. 509(a) private foundation. Foundation received a large bequest of Company's capital stock from Trust. As a result of the bequest, Foundation...
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Article of the Month
Designating Beneficiaries for Retirement Accounts, Part III
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A...
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