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November 22, 2021
It is all over the news: people are moving out of high tax states in droves, and Florida seems to be the new popular destination. Obviously, the beautiful weather and more relaxed pace are two benefits, but the freedom from state income taxes is also an important consideration. And while the Sunshine State welcomes its newcomers, many newly minted Floridians are finding that their former states are much more reluctant to let them go.
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Cheryl is a Principal and a member of the firm’s Executive Financial Counseling team. With over 20 years of extensive tax and legal experience, she provides...
Ben Pace, Christian Thwaites and James Lebenthal
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Michael B. Fischer and Frederic Behrens
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Steven J. Giacona
Partner & Market Leader
January 10, 2023 — As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since the enactment of the Tax Cuts and Jobs Act of 2017, which limited state and local tax deductions to $10,000, many clients, particularly residents of high-tax states such as New Jersey, New York and Connecticut, have raised the question […]
Theodore D. Schneider
January 10, 2023 — Our team at Cerity Partners is continually inspired by the efforts of charitable organizations and want to offer our assistance to boost planned giving campaigns. As experienced advisors in financial and philanthropic planning, we believe having focused discussions with potential donors regarding the following planned giving strategies are effective tools to encourage donors to complete […]
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