Tiffany Lam-Balfour

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Charitable Donations: Maximize Holiday Spirit, Minimize Taxes

As the year draws to a close, some questions may come to mind. How do I give back to my community, how do I tie up loose ends for this…

This Is the Year to Lock In All 3 Opportunity Zone Tax Perks

With this year’s strong stock and property markets, figuring out how to minimize capital gains tax may be top of mind for investors. Qualified opportu...

Need Cash? Your Brokerage Account May Offer a Handy Solution

Life happens. At some point, you might need quick cash for a down payment or to cover an unexpected expense, but may not be sure whether it warrants r...

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