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• Opportunity Zone Investments

  Opportunity Zone investments have gained a lot of attention since their introduct

• All About Opportunity Zones

    Tax Benefits of Opportunity Zone Investments To start, you must have some type

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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

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• 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

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• Advanced Charitable Planning

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

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• Health Savings Accounts

  At Anomaly, we are BIG fans of Health Savings Accounts! They are the rare "Triple

• Backdoor ROTH IRA

  3A backdoor Roth IRA is not a special type of individual retirement account, but

• Completing a Tax-Free Roth Conversion Before Year-End

  Entrepreneurs often ask us the pros and cons of traditional IRA/401k contribution

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• In Service Plan Rollover Strategy

  We are excited to discuss what is known as an In-Service Plan Rollover for qualif

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• Lender Requests for a CPA Letter

  When going through the process of obtaining a mortgage, the lender or mortgage co

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• Electric Vehicle Tax Credits

  The Inflation Reduction Act has further incentivized the production and purchasin

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