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Why Consider a Roth IRA Conversion at Year-End?

Photo of Tax-Loss Harvesting: A Year-End Strategy to Reduce Your Tax Bill . Photo of Tax-Loss Harvesting: A Year-End Strategy to Reduce Your Tax Bill 
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Tax-Loss Harvesting: A Year-End Strategy to Reduce Your Tax Bill 

Photo of The Triple Tax Advantage of Health Savings Accounts. Photo of The Triple Tax Advantage of Health Savings Accounts
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The Triple Tax Advantage of Health Savings Accounts

Photo of Donor-Advised Funds: What Nonprofits Need to Know. Photo of Donor-Advised Funds: What Nonprofits Need to Know
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Donor-Advised Funds: What Nonprofits Need to Know

Photo of Potential Income Tax Changes Under President-Elect Trump. Photo of Potential Income Tax Changes Under President-Elect Trump
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Potential Income Tax Changes Under President-Elect Trump

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Corporate Transparency Act (Beneficial Ownership)

Photo of DWD CPAs & Advisors Celebrates 85 Years In Business. Photo of DWD CPAs & Advisors Celebrates 85 Years In Business
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DWD CPAs & Advisors Celebrates 85 Years In Business

Photo of Communications of Significant Deficiencies and Material Weaknesses. Photo of Communications of Significant Deficiencies and Material Weaknesses
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Communications of Significant Deficiencies and Material Weaknesses

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Building a Financially Literate Board

Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.