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Roth Conversion

Year-End Tax Planning: Roth Conversions

Year-End Tax Planning: Roth Conversions

As we head full speed into the end of the year, there’s a lot to think about. Between visits with family and friends, holiday shopping, and celebrations, it can be hard to make time for anything else. There is, however, one important year-end process we highly...

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Tax Planning Opportunities for the Remainder of 2016

Tax Planning Opportunities for the Remainder of 2016

As the end of 2016 approaches, there are several tax planning moves you can make to minimize your tax liabilities and possibly minimize your tax liability in the future. Not every option will work for every taxpayer; however with a little planning you may be able to save a lot of money.

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