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Our team is committed to devoting the time and energy necessary to gain valuable insight into each client’s specific financial goals and aspirations. This allows us to utilize our knowledge and proven expertise to effectively deploy strategic tax planning and business advisory solutions that are innovative and proactive.
Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it’s important to look at the tax implications.
A Section 529 program can be an especially attractive estate-planning move for grandparents. There are no income limits, and the account owner giving up to $85,000 ($80,000 in 2022) avoids gift tax and estate tax by living five years after the gift, yet has the…
Obtaining a six-month extension to file is relatively easy, and there are legitimate reasons for doing so; however, there are also a few downsides. If you need more time to file your federal income tax return this year, here’s what you need to know. What…
