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Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital […]
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Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.” Your clients want to know what to expect in retirement. However, when it comes […]
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I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me
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