What Great Advisors Look for on Every 1040


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Crucial IRS Deadlines That Taxpayers Miss
Background “Tax Day” is one of those dates that everyone knows, right? April 15th, every year…or is it? The tax deadline for individual filers is typically April 15th of […]
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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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Exclusive: Why Not All Income is Created Equal
We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem
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