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5 Things Taxpayers Get Wrong When Itemizing Deductions

5 Things Taxpayers Get Wrong When Itemizing Deductions

Background Everyone is interested in lowering their taxable income. The desire to personally pay less might be one of the few views consistently shared across all political party lines.   […]

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

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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Tax-Advantaged Accounts That Aren’t IRAs

Tax-Advantaged Accounts That Aren’t IRAs

“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]

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Weekly Newsletter

The best time to start planning was yesterday. The next best time is now.
June 27, 2025

The best time to start planning was yesterday. The next best time is now.

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Estimated payments are due, are you the first to tell them?
June 13, 2025

Estimated payments are due, are you the first to tell them?

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The Line Between Tax Planning and Tax Advice
June 6, 2025

The Line Between Tax Planning and Tax Advice

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You might be liable for tax advice, even if you didn’t mean to give it
May 30, 2025

You might be liable for tax advice, even if you didn’t mean to give it

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