We’re moving into tax season. Let's take a look at red flags that might get the attention of the IRS, to help reduce your chances of a tax audit.
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As we move into 2024, it’s a good time to look at some key data that can equip you for prudent tax planning.
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If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it
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As you prepare to file your taxes, we want to remind you that opportunities to harvest tax savings are still available.
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With these year-end giving strategies, you can make charitable donations in ways that are most beneficial to your financial situation.
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Are you getting a tax refund this year? You might be thinking to yourself, “How can I best spend my lump sum?” But, maybe a better question to ask is how might
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April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Given the complex tax situation many high-income earners face, start tax planning now while there is still time to make adjustments. These seven questions can
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The new changes to the tax code are meant to increase taxes on the top earners through a variety of different methods. Perhaps the biggest change is a proposed
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If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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We tend to think about charitable donations around the holidays. It’s year end and your gift to a charity may be sparked not only by your desire to help others
