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Financial Confidence Newsletter

In the November newsletter, Karen Keller talks about selecting the right level of assurance and Brien Dulle discusses 2018 Form 1040 changes.

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October 20 , 2018 | Posted by Angella Eidell |
Financial Confidence Newsletter

In the October newsletter, Nathan Oswald talks about catching cash fraud schemes, Lydia Ritze discusses how to classify employees and Emilie Schwartz details how to maximize tax benefits around charitable contributions.

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September 17 , 2018 | Posted by Angella Eidell |
Financial Confidence Newsletter

In the September newsletter, Janie Evans gives advice on familiarizing yourself with changes to the individual alternative minimum tax and Karen Keller provides tips to sponsors of defined benefit plans in response to changes made by the Employee Benefits Security Administration.

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August 20 , 2018 | Posted by Angella Eidell |
Financial Confidence Newsletter

In the August newsletter, Whitney Hurtt reviews changes to the Tax Cuts and Jobs Act as it pertains to the individual estate, gift and generation-skipping transfer tax and John Eberhart explains how valuations and calculations differ in litigation.

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