April 2023 – What To Do Once You Receive A Client’s Tax Return

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Why Tax Planning is Not a Choice—But Being Great At It Is

The IRS is not shy. They want a cut of the action anytime money is involved.   Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]

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Are You Planning for Your IRS “Mortgage”?

When is $500,000 not $500,000?   Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]

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Why Not to Do a Roth Conversion in 2022

While a powerful tool, Roth conversions are not a universal solution to reducing taxes.

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