Tax Return Review – Huge Overpayment
“Bob and Sue” have income on nearly all of the lines of the first page of the 1040, itemize their deductions and were eligible for a refund of over \$27,000. Watch to see Steven’s insights on opportunities to deliver value for this real taxpayer
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There is No Such Thing as a Tax Write Off
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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Tax-Efficient Family Gifting: An Advisor’s Guide
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Your Retirement Tax Bracket Might Be Higher Than You Think
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