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Financial Planning News

Saturday February 24, 2018

Our News
Exciting events are happening at Santa Barbara Museum of Natural History
Thank you for your interest in Santa Barbara Museum of Natural History. Our hope is to serve you and your family with helpful information.
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Personal Planner
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good...
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Savvy Living
Income Tax Filing Requirements for Retirees
What are the IRS income tax filing requirements for seniors this year? I didn't file a tax return the past two years...
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Washington News
Tax Filing Season Opens Door to New Scam
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the...
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scriptsknown
 

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