What’s My 2022 Tax Bracket?
Every year, the IRS evaluates and typically adjusts certain tax provisions to account for...
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Category: Taxes
What Is the Difference Between a Tax Credit and a Tax Deduction?
When it comes to preparing your taxes, the idea of tax credits and tax deductions can be music to...
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Essential Key Information and Financial Data for 2022
IMPORTANT DATES & DEADLINES APRIL 15 Deadline to establish a 2021 SEP plan. [1] APRIL 18...
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Tax Strategies for High Earners
Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first....
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Your 2022 Tax Filing Season To-Do List
The tax season is officially here. If you haven’t already, now is the time to get prepared....
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Your 2021 Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable...
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Estate Tax Changes May Be Coming with the New Year
To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering...
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Generational Wealth Planning
A Guide to Growing and Protecting Your Wealth For Decades to Come It’s common for people to want...
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Biden’s American Jobs Plan Fact Sheet. Could You Be Impacted?
On March 31, the Biden administration announced their proposal for a $2.2 trillion infrastructure...
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Understanding Inflation in 2021: What Investors Need to Know.
Following a year of economic instability, it appears that many of us are turning our attention to...
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A Federal Wealth Tax Has Been Introduced in the Senate.
Here’s what affluent families need to know. Several U.S. senators have proposed new...
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Tax Preparation vs Tax Planning: Which is Right for You?
Tax season is among us. Many people are starting to gather all the documents for deductions and...
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