A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.