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This end-of-year planning article covers multiple topics, such as why donating securities may be better than cash for both the receiver and the donor. We also cover some ideas for both employees and employers that can reduce 2019 taxes and set the stage for years to come.
The IRS has managed to pack a significant amount of complexity into a relatively simple change. Strong Valley clients should contact us directly to discuss how the new limits apply in your specific situation, and in the context of your retirement strategy.