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Power up Your Trust With Crummey Powers

A Crummey trust allows you to leverage the annual gift tax exclusion to transfer substantial amounts of wealth to your family tax free. But pitfalls to this strategy exist.

March 29, 2022

Are You Ready To Move The Needle?

Schedule a free financial and accounting consultation with us to learn how we leverage financial information, technology, and insight to help reach your goals.

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Top 10 Outsourced Accounting Strategies for 2025​

As businesses navigate the complexities of an everchanging economic landscape, often outsourcing accounting functions become a key strategy for maximizing efficiency, cutting costs, and accessing specialized expertise.

 

Download the Top 10 Outsourced Accounting Strategies for 2025 Now

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Outsourced Accounting & Financial Services

  • Tel: 929-277-0836
  • VA Office: 10740 Parkridge Boulevard 5th Floor Reston, VA 20191
  • DC office: District Advisory, LLC , 1200 18TH St. NW ,Suite 700 , Washington, DC 20036

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