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Blog
Scott Frank
Oct 23, 20242 min read
How to Leverage Tax Projections to Minimize Your Tax Burden
In our latest episode of “Real Personal Finance,” we’re talking all things tax projections. While taxes may not be your favorite topic,...
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Scott Frank
Jun 5, 20242 min read
Is Giving to a Donor-Advised Fund Worth It?
Donor-advised funds (DAFs) have emerged as a pivotal tool in charitable giving, offering a blend of tax efficiency, strategic planning,...
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Scott Frank
May 8, 20243 min read
How Can You Avoid Surprises Next Tax Season?
Does tax season fill you with a sense of dread? If you spend every April waiting for that surprise bill in the mail, you’re not alone....
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