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November 2025

7 Year-End Tax Planning Tips and Strategies

From adjusting your W-4 to harvesting investment losses, discover seven essential year-end strategies to ensure you aren't giving Uncle Sam an interest-free loan, and that you aren't surprised by your tax bill in April.
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Charitable Giving Strategies: from Tax-Advantaged Donations to Donor-Advised Funds

Discover how to make your generosity a win-win for both your favorite charitable causes and your bottom line. Explore tax-efficient strategies from contribution bunching to donor-advised funds (DAFs) and beyond.
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