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tax strategies


Avoid Tax on RMDs by Giving to Charity
Avoid Tax on RMDs by Giving to Charity
Tax reform has affected nearly every American tax payer in one way or another, but are you making the most of opportunities available to you now? One of the biggest...
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Is The $1.5 Billion Lottery Winner Better Off Thanks to Tax Reform?
Is The $1.5 Billion Lottery Winner Better Off Thanks to Tax Reform?
Sometimes luck works in your favor and other times, not so much. Both extremes were on display during October as investors witnessed a 10 percent pullback in their...
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What You Need to Know About Tax Reform 2.0 and Your Wealth
What You Need to Know About Tax Reform 2.0 and Your Wealth
Tax reform is still in the headlines, but how likely is it that changes will continue after the recent election? And how will the new tax laws impact you and your wealth?...
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Federal Tax Reform By The Numbers
Federal Tax Reform By The Numbers
The Tax Cuts and Jobs Act of 2017 made some significant changes to tax law as we knew it. Here's a by-the-numbers recap of some of the biggest adjustments. 
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Your Tax Planning Guide for 2018 and Beyond
Your Tax Planning Guide for 2018 and Beyond
Brian Vnak discusses recent tax law changes and why you should prepare for a different tax preparation and planning experience than you've grown accustomed to. 
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Did Federal Tax Reform Mean You Pay More State Income Tax?
Did Federal Tax Reform Mean You Pay More State Income Tax?
Filing your 2018 taxes has really been a unique experience this year.  Headlines have well documented smaller or larger federal tax and a surprise balance due.  What’s...
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Steps You Can Take Now to Reduce Next Year's Tax Bill
Steps You Can Take Now to Reduce Next Year's Tax Bill
Tax season is wrapping up, but that doesn’t mean you should stop thinking about taxes. The financial decisions you make throughout the year can have a big impact on next...
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Tax Planning's Role in Your Financial Life
Tax Planning's Role in Your Financial Life
You may be done filing your taxes for the year, but that doesn't mean the tax planning should end. Bruce and Peg discuss the role tax planning plays into our comprehensive...
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2 Ripple Effects a Large Capital Gain Can Trigger in Your Financial Plan
2 Ripple Effects a Large Capital Gain Can Trigger in Your Financial Plan
For investors who make a savvy move and wind up with a sizeable capital gain, there can be few things that are more satisfying. Perhaps the only downside is the tax bill...
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Equal Shares for Heirs? Not Until You Take Taxes Into Account.
Equal Shares for Heirs? Not Until You Take Taxes Into Account.
If you’re like a lot of the people I help, you probably have an estate plan that distributes assets equally between family members. On its face, it seems like the right,...
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