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Thursday May 2, 2024
Thank you for your interest in learning more about estate planning and charitable giving to support Samuel Merritt University.
Through regular newsletters, we share useful tips and ideas that can help you increase income, reduce taxes, plan your estates,
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Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a...
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Washington News
In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules.
While over 139...
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Savvy Living
My spouse and I recently turned 65 and would like to find out which vaccines are recommended and covered by Medicare?
All recommended vaccines for...
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