Tax preparation tools and products continue to evolve even more quickly than the federal tax code itself. Which tax prep tools are worth the hype, and which may
In today’s volatile stock market environment, tax efficiency management is used to harvest losses and adjust assets in portfolios. For example, when an investor
For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said
If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition
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With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider updating your tax strategy to best preserve
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The Christmas season is an excellent time of the year to review your financial planning strategy. Our finances are top of mind as most of us are monitoring our
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A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money
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Tax planning can be more advantageous when done during the year and well in advance of year’s end. Opportunities may exist for you to minimize tax liability
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When starting a business, you must consider a number of tax-related issues. Although business tax planning is a complicated area, it is essential to understand
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You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself
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Veterans' retirement benefits are among some of the most generous out there, in large part due to the risks and sacrifices that come from military service. But
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As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and
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