March 2024 Newsletter- How taxes get paid (estimated payments and withholdings)

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Yes! As Little As $600 Is Reported

It wasn’t a secret this was coming. But, it may still come as a surprise to many taxpayers. Beginning on January 1, 2022, there was a MASSIVE reduction in the […]

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Unlike income from working a job or operating a business, which is subject to tax as it is earned, capital gains and losses are unique in that taxpayers can choose when to recognize a taxable transaction.

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Advisor Tax Mistake #7 – Client’s refuse to provide tax documents

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