Do you have boxes full of old financial statements: tax returns, brokerage statements, bank statements, healthcare receipts, etc.? Since many...
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Bunching to reduce taxes
“Bunching” is a strategy utilized to maximize a taxpayer’s itemized deduction, and with the passing of the Tax Cuts and Jobs Act in December...
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The value of tax loss harvesting
This past August when the markets went on their roller-coaster ride, we sprang into action. It has always been our modus operandi to transfer...
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