Planning / Relationships / Stories / Tax / Tax Planning / Wealth Management on October 6, 2022
For most people, filing your tax return is just that – FILING. They provide documents, review the numbers and sign at the bottom line. But many of us don’t truly appreciate what it takes to PREPARE a tax return. The US tax law has become onerous and complex, and at times, source documents alone can [...]
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Finance / Investing / Planning / Tax / Tax Planning on December 9, 2021
Nobody wants to be on the Naughty List – especially when it comes to finances. Santa’s Naughty List might get you a piece of coal, but your financial Naughty List might prevent you from making proactive decisions, costing you a significant amount of money. Here are some things you should consider before the year’s end [...]
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Tax Planning on March 29, 2021
Baseball's Opening Day is today - Spring has begun! But contrary to our calendar year, taxes have no season. On the surface it seems like taxes are important only once a year. But in reality, your tax team should be constantly making adjustments and strategic observations that will lessen your tax burdens and help you meet [...]
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