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How the New Tax Bill Impacts Estate Planning: Q&A with Jim Toto, CPA

The One Big Beautiful Bill (OBBB) brings a wave of changes that could significantly alter the estate planning landscape—especially for high-net-worth individuals. At FLSV, we believe…

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How Volunteering Can Earn You a Big Tax Deduction

Most people volunteer out of a sense of duty or compassion, not for a tax break. But if your good deeds can also earn you a…

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Restricted Stock Units: 5 Essential Tax and Financial Planning Strategies

Receiving restricted stock units (RSUs) may seem straightforward, but the tax and financial planning complexities can catch many employees off guard. Understanding these key strategies might…

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