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Tag: tax advantages

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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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6 Tax Credits and Deductions That Not Everyone Knows About

While tax season is over for most of us, it is never too early to start thinking about next year.…

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The Tax Advantages of Portfolio Rebalancing

Rebalancing your portfolio can lead to some tax advantages. In this highlight, Bo and Brian discuss some of the ways…

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