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Top Nine Most Overlooked Tax Deductions and Credits
With taxes due next month, you may already be well on your way to completing your 2019 tax returns. Whether you’re doing your taxes on…
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Why is Asset Allocation So Important?
Depending on how involved you are in finance, both personally and otherwise, “asset allocation” and “diversification” are likely two terms that you have heard of…
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Everything You Need to Know About Qualified Business Income Deductions
With the Tax Cuts and Job Act brought into action just last year, businesses and citizens everywhere are still trying to wrap their heads around…
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The Path to Early Retirement for Physicians
The weight of retirement can often be overwhelming. Beyond the financial aspects of retiring, the physicians we have spoken with often mention a fear associated…
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Winning the Lottery (and other daydreams)
You Won the Lottery! Now what? Private islands. A fleet of yachts. Dream cars. The recent $1.5 billion Mega Millions jackpot drawing has Americans buzzing…
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The New Kiddie Tax/ No Kiddie Tax Rule
Historically, parents have moved investments under their children’s names to reduce the taxes on investment income, up to a limit. After reaching that limit, the…