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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Five overlooked tax deductions to help manage your tax bill.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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Estimate how much of your Social Security benefit may be considered taxable.
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