The dawn of 2022 brings opportunities to create new resolutions and financial goals—and it also marks the beginning of tax season. While tax day on April 18th can seem far away, this year’s deadline will…
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5 Creative Ways to Avoid the Gift Tax (Including Paying for College)
We’ve officially entered perhaps the highest spending month of the year! In fact, Christmas celebrations are expected to cost 17% more this year when compared to 2019 (you can thank COVID-19 and inflation for that…
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Checklist For Year-End Planning
Looking to year end I know it’s a busy time. But it’s not too soon to start thinking about taxes. Many questions about the new administration have come my way, including questions about new tax…
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Tax Filing Errors to Avoid
The dawn of 2017 brings opportunities to create new resolutions or plans for the coming year — and also marks the beginning of tax season. While tax day on April 18th can seem far off, this…
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New Whitepaper: 2017 Tax Planning
We’ve all just gone through the holidays, travels, family gatherings, and more. And though life may still be busy, any free moments you can spare for a little tax planning will help you stay ahead…
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