November 2024 Newsletter- Tax Buckets, Next Level

Recommended Articles

There is No Such Thing as a Tax Write Off

A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.

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“I have a tax preparer, so I have a tax planner.”

No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term.   Depending on […]

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Congratulations! You’ve Got Your Client’s Tax Return… Now What?

Background   Our team is continually reviewing tax returns for our Members. Believe it or not, we really enjoy it. We may be nerdier than most, but a tax return […]

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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