Tax Planning
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Prepare for taxes when selling a small business08/16/2025
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Reduce self-employment tax with entity structuring08/11/2025
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Reinvest dividends mindfully in taxable accounts08/07/2025
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Avoid triggering IRS audits with overaggressive write-offs08/03/2025
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Revisit your filing status after major life events07/31/2025
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Know how RSUs and bonuses impact your taxable income07/28/2025
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Track capital improvements for property tax basis07/24/2025
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Factor in taxes when selling real estate07/21/2025
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Choose the right type of retirement account for your situation07/17/2025
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Be aware of IRS deadlines for contribution limits07/14/2025
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Separate short-term and long-term gains in reporting07/11/2025
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Tax-loss harvesting works better with volatile assets07/09/2025
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Understand AMT triggers and how to avoid them07/04/2025
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Structure your estate to minimize inheritance tax07/01/2025
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Identify which deductions phase out at higher incomes06/27/2025
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Review your tax-loss carryforwards annually06/20/2025
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Don’t ignore state-level tax implications in planning06/15/2025
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Use qualified charitable distributions after age 70½06/12/2025
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Make tax planning a monthly habit, not a last-minute scramble06/09/2025
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Understand the gift tax limits before transferring wealth06/05/2025
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Leverage 529 plans for future education funding06/03/2025
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