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529 Plans

529 Plans Unveiled: Your Path to Tax-Free Education Savings
Consulting | Tax

529 Plans Unveiled: Your Path to Tax-Free Education Savings

August 2, 2023August 2, 2023

When it comes to securing a quality education, the costs can sometimes feel overwhelming. That’s where 529 plans shine as beacons of financial relief. These…

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Make Taxes Easier with Year-End Tax Planning
Accounting | Tax

Make Taxes Easier with Year-End Tax Planning

December 14, 2022March 8, 2023

It’s a great practice to participate in year-end tax planning. Not only does planning equal fewer surprises, but it also gives you the opportunity to…

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How Kiddie Tax Rules Affect You
Tax

How Kiddie Tax Rules Affect You

February 17, 2022March 8, 2023

Many people ask if they can save on taxes by transferring assets into their children’s names. This tax technique is called income shifting. It seeks…

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Year End Tax Planning Strategies
Accounting | Tax

Year End Tax Planning Strategies

December 16, 2021March 8, 2023

As we wrap up 2021, there’s many tax planning strategies to consider. As your tax and financial team, we want to help you navigate your…

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