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A Hidden Tax That You Can Avoid Paying with Proper Planning

People who earn more than a certain amount and who are enrolled in Medicare Part B or Medicare Part D, or both, will face additional premiums, called The Medicare Income-Related Monthly Adjusted Amount […]

The Only Constant is Change (Especially with Taxation)

We talk a lot about people not doing tax planning and not spending more time creating the tax outcomes they want. We urge people to understand that it’s within their […]

If You Give to Charities or Have Plans to In the Future, It’s Not Too Late to Reduce Your Current Tax Bill!

Many people have the intention of doing a better job of “tax planning” in order to start having more favorable outcomes, but busy lives and life interruptions can leave them […]

What Is Tax Planning?

We use the term “tax planning” often, but we are aware that many people are not sure what it really is. Some people think “That means off shore accounts and […]

Simple or Complex, Tax Planning is Important!

Sometimes “tax planning” can be easy: “Open an IRA and it reduces your taxable income.” Other times it can be quite complex: “Cost segregation” on a building means hiring an […]

Smart Business Owners Increase their Company’s Sale Value Before and After Tax by Planning Ahead

Most business owners in any five year period can answer yes to at least one of these life event questions that would cause them to need to know what their […]

Why Do People Fear Tax Audits More Than They Fear Overpaying?

Ask anyone if they “pay too much income tax” and the knee jerk reaction is almost always, “Yes!” and without much hesitation. Why do we call that a knee jerk […]

Essential Strategies for Retirement Planning in Today’s Volatile Economy

This timely event is a must-see and seating is limited for the comfort of our guests. Please join us for a complimentary dinner event. Enjoy a gourmet meal and lively discussion!

Bigger Organization With Mutual Funds

A mutual fund is a investment fund that pools money from many investors to purchase securities. Mutual fund it is most commonly applied only to those collective investment vehicles that are regulated and sold to the general public.

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