Tax Planning
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred until a later time, while other taxes can be managed using tax-efficient investing.
Building a financial plan considers taxes you may be subject to, leaving you better equipped and prepared.
Together, we'll consider taxes on investments, business, and retirement distributions.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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