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Tax Planning

Things to consider when selecting a 721 Exchange

Navigating the Waters of 721 Exchange UPREITs: A Guide for Investors Investors considering a 1031...

Maximizing Retirement Income While Minimizing Taxes

"Maximizing Your Retirement Income: A Guide to Tax Planning Strategies" Retirement is a new beginning,...

Understanding the Five New Tax Credits in Harris Economic Plan

"Tax Policy Takes Center Stage in Presidential Race: A Look at Kamala Harris' Proposed...

Considering Moving to Italy? Here’s What to Think About Financially

Navigating Financial Considerations When Moving to Italy: What Americans Need to Know Moving to Italy...

Should You Consider a 721 Exchange? Proceed with Caution as a Buyer

Navigating 721 Exchange UPREITs: A Guide for Investors Considering a 1031 Exchange Strategy Investors are...

Planning Ahead: How to Save Taxes to Become a 401(k) Millionaire

"Maximizing Your 401(k): How to Become a Millionaire and Minimize Taxes" The number of customers...

Achieving Financial Success through Tax Efficiency Mastery

"Maximizing Your Wealth: The Importance of Tax Efficiency and Planning" Taxes are an important consideration...

Five Important Tax Deadlines for Retirees on December 31st

"Year-End Financial Deadlines for Retirees: A Comprehensive Guide" As physical mail becomes less common, retirees...

Possible Approaches to Managing the Expiration of TCJA Tax Cuts by Trump and Harris

2024 Election: Navigating the Looming Tax Cliff and Candidates' Stances on Key Tax Policies The...

5 Surprising Facts About Annuities

Unveiling the Hidden Truths of Annuities: 5 Things You May Not Know Annuities are a...

Five Things to Keep in Mind Regarding Municipal Bonds When Tax Cuts Expire

Navigating the Future of Municipal Bonds After the Tax Cuts and Jobs Act The Tax...

Why a 529 Plan is Essential for Your Financial Future (and When It Might Not Be)

"Exploring the Benefits and Considerations of 529 College Savings Plans" 529 plans are a popular...

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Important Information About Taxes in a Gray Divorce

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The Five Essential Areas to Prioritize in Retirement Planning

Navigating Retirement: The TIMLI™ Retirement Plan for a Smooth Golden Years As retirement approaches, many...