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Category Archives: Barry Warner

2015 Tax Provisions Update

As has been the case the past few years, Congress decided to wait until late in the year to extend a series of temporary tax provisions that have fairly significant implications for individual taxpayers and businesses.

2015 Tax Provisions Update

As has been the case the past few years, Congress decided to wait until late in the year to extend a series of temporary tax provisions that have fairly significant implications for individual taxpayers and businesses.

Tax Efficient Investing

Many employed individuals participate in a defined contribution plan sponsored by their employer, or they have an IRA, and chances are money is invested in mutual funds within those plans.