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We offer a complete tax update service for attorneys, accountants, financial advisors, insurance agents, and trust officers. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Email Director of Professional Advisor Development Frank B. Horrell, CPA, CFP® or call him at (901) 722-0027 to learn more.

Wednesday November 20, 2019

News

Personal Planner

Living Trusts Versus Wills

Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a...

Washington News

Benefits of Bunching Charitable Gifts

With the doubling of the standard deduction in 2018, the number of taxpayers who itemized deductions declined...

Savvy Living

How to Create a Family Health Portrait

How do I go about making a family health history? Most of my relatives have died before age 65. My doctor suggested I...

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