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Newsroom View

News & Press

1 in 4 Americans don’t know the interest rate on their mortgage: Survey

Tuesday, November 17, 2020

With jobs to hold down, children to care for, friendships to maintain, food to be bought and cooked, dishes to be washed and laundry to be done, it can be a challenge to keep up with all the details of your personal finances.

In passing, you may wonder: How many more months until my car loan is paid off? Or, before bed, you may get a jolt of anxiety about whether you’ll ever be able to retire.

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If Joe Biden Wins, Get Ready For A Big Battle Over Tax Policy

Wednesday, October 28, 2020

Estate attorneys, certified public accountants (CPAs) and the very wealthy will likely go to war with the federal government should former Vice President Joe Biden assume the Oval Office. The issue at hand? Biden’s tax reform proposals, including a little-known provision called step-up in basis.

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