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AWM Blog

Roth IRA Conversions At A Discount

The stock and bond markets are off to a rough start in 2022. The odds are that your portfolio has taken a haircut since the beginning of the year, particularly
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Why Delaware Statutory Trusts (DSTs) Make Popular Real Estate Tax Deferral Solutions

Real estate can be a powerful asset to build your wealth and provide financial independence.  However, there may come a time when the “Three T’s” of real estate investing –
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Family LLC or Family Foundation: How Can My Family Benefit?

Families can use several advanced planning tools to achieve their values, goals, and objectives.  Along with preserving family wealth, many families are interested in reducing taxes, effectively transferring wealth across
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Comparing 1031 Exchanges vs. Qualified Opportunity Funds

While both strategies can help real estate investors reduce taxes, there are several differences between a 1031 Exchange and a Qualified Opportunity Fund that you should understand before investing in
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What Types of Charitable Giving Accounts Might Be Best for My Family?

The variety and complexity of charitable giving options can be overwhelming.  A wealth manager with expertise in charitable giving can help guide you to an intelligent philanthropic approach. So put away
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Little Known Ways for Business Owners to Reduce Taxes

Business owners have numerous ways to reduce their tax bills for both themselves and their companies.  Some of the methods are more commonly understood; however, many tax strategies are relatively
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