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    • Which Of These 12 Tax Dodges Will Be Taken Away?

      Forbes· 19 hours ago

      Loss harvesting—the selective sale of underwater positions in order to capture capital losses—is quite the nice trick. The bitcoin wash, the grantor trust swap, the gift of appreciated property ...

    • Funds, Fees and Financial Wellness | PLANADVISER

      PLANADVISER· 6 days ago

      Reviewing plan fees and investment options are top fiduciary priorities for plan sponsors in 2024, but financial wellness and managed accounts are gaining ground in importance as benchmarked ...