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Year-End Tax Planning: Businesses
As we close in on the end of 2023, it is important for business…

Year-End Tax Planning: Individuals
With December 31st right around the corner, it is a great time…

Minimize Tax Issues in 2022 by Scheduling Meetings and Reminders
After a year of significant capital gains and a fluid tax situation…

Tax Strategies and Capital Gains
Part 2: Stock Portfolio Investments
Last week, we noted that…

Tax Strategies and Capital Gains
Part 1: Selling Your Principal Residence
During tax season,…

Tax Planning is a Year-Round Process
Tax planning is a year-round process and should be used as a…

Tax Planning 2021 – Individuals
As year-end approaches, it is a great time to think about planning…

Tax Proposals Would Create Seismic Changes to Estate and Succession Planning
The Biden Administration recently released their “Green Book”…