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Category: Tax Planning

16 results found
resource

Tax Guide 2025

Updated for 2025! Ever wonder what the highly trained professionals use to tax plan? Wonder no more! We’ve assembled the…

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Brian Preston Delivers Tips About Taxes on Fox 7 Austin!

Brian Preston recently graced the screen on Fox 7 Austin’s Good Day Austin, providing viewers with a succinct yet insightful…

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Is it Worth Moving to Another State Just to Save Taxes?

Tax laws vary wildly from country to country and even state to state. Choosing where you live could save you…

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The IRS Just Announced 2024 Tax Changes!

I was really excited about last year’s inflation-adjusted IRS numbers because they were the biggest changes we’d seen in years.…

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Secrets of the 1%: Wealth Building and Tax Strategies for Business Owners

Owning your own business can not only be an amazing wealth-building tool, but also a way to lessen your tax…

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How to Legally Avoid Paying Taxes in Retirement!

Did you know that there are perfectly legal strategies you can use to AVOID paying taxes in retirement? Contributing to…

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Mutual Funds vs. ETFs: What Are the Tax Implications in a Taxable Account?

ETFs and mutual funds look pretty similar, but they have a few distinct differences. Does it matter if you invest…

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episode

9 Things You Need to Do Before 2023 Ends!

It is never too early to start thinking about financial decisions you may need to make before the end of…

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