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Category: Tax Planning

16 results found
resource

Tax Guide 2024

Updated for 2024! Ever wonder what the highly trained professionals use to tax plan? Wonder no more! We’ve assembled the…

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faq

How Do I Know What Tax Bracket I Am In?

We have great resources to help people understand tax brackets. When determining a person’s taxes, there are a couple of…

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episode

How to Save Thousands of Dollars in Taxes in 2024

Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes!…

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episode

Do These 4 Things with Your Finances BEFORE 2023!

There are unique financial opportunities available at the end of the year – especially this year with the market down.…

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episode

Loss Harvesting: Why Wealthy People Love It (And You Should Too!)

Tax-loss harvesting: what is it and should you be doing it? In this episode, we’ll cover everything you need to…

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article

How to Save Money on Taxes

Taxes are an unavoidable part of life, but there are ways to lower your tax burden. In 2020, there was…

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