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Estate & Family & Charitable

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  • Understanding Gift Tax: Basics and Strategies

    Gift tax is a topic that often raises questions regarding how it works and what i

  • Green Box Strategy

    The Green Box strategy is a straightforward but highly effective method for estat

Next Steps

  • Guide to Saving for Children’s Education: Roth IRAs, UTMA Accounts, and 529 Plans

    At Anomaly, we know that saving for a child's education can be an overwhelming fi

  • Upstream Gifting

    When thinking about generational tax and wealth planning, we often default to the

  • Maximizing Charitable Contributions: Advanced Strategies for Year-End Planning

    As the year draws to a close, individuals and businesses alike are contemplating

  • Trump Accounts New Guidance

    Summary Good news, registration is now live! We have received a ton of questions

Complex

  • Advanced Charitable Planning

    Our Playbook on Advanced Charitable Giving for the Greatest Tax Benefits! Private

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