Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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The federal government requires deceased individuals to file a final income tax return.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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