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tax2023

Year-End Tax Planning Tips for Individuals

November 7, 2023
As the holidays approach, it's time to consider tax planning moves that will help lower this year's tax bill, as well as set you up for tax savings in future years....
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Consider Resale Possibilities When Buying a House

September 27, 2023
When you buy a home, chances are high that you will eventually sell as your life changes over time. In the United States, it's estimated that homeowners change residences every five...
Tax-Credit

Bring Home a Tax Credit for Adoption

September 27, 2023
When you adopt a child, you could bring home more than a bundle of joy. You may also be in line for a valuable tax credit. For 2023, a tax credit...
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Retirement Accounts and Your Estate Plan

September 27, 2023
Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind...
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Will Your Crypto Transactions Be Reported on a Form 1099?

September 27, 2023
Some taxpayers may be unaware of all the federal tax reporting requirements for cryptocurrency transactions — especially when it comes to issuing and receiving a Form 1099 for 2023. If you...

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