Most Common Areas for Tax Breaks

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You must be concerned with tax planning year-round. Here are some common areas that can mean big money savings with proper planning.

What to do When a Loved One Dies?

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The death of a loved one is a stressful event. Here’s a guide of what to do from a financial and tax standpoint during this difficult time.

10 Tax Tips for Individuals

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Only the informed taxpayer can take advantage of tax-cutting opportunities. Here are suggestions you should consider for cutting your taxes.

Adjusted Gross Income (AGI)

Adjusted Gross Income (AGI) is one of the core tax terms used by Federal and many State taxing authorities. So, what is it and why is it important?

Forced to Withdraw from Retirement Accounts?! What you need to know

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Retirement Accounts – Did you know the government forces us to take money out of those accounts once we reach retirement? It’s called the required minimum distribution (RMD) rule. Here are some tips you should know about RMDs well before you reach retirement age.