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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“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]
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Words matter. At times distinctions may seem trivial, but how we think about certain topics can influence the action we take. When it comes to being the beneficiary of an […]
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For some taxpayers, so-called “backdoor” Roth contributions can be a great way to fill an investment bucket that will grow tax free. Tax free is everyone’s favorite kind of money but 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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This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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This article is the 4th in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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