Tax Cuts and Jobs Act of 2017

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How to Cut Your 2021 Tax Bill

Tax Breaks Our guidance could help you claim a higher refund or reduce the amount you owe.

Tax Breaks

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  Is This the Year to Lower Your Taxes While Helping the Environment?

  real estate investing Going solar, whether for your home or for a commercial project, can bring along with it powerful tax credits for the next several years.

  By Jeffrey M. Verdon, Esq. Published 22 January 22

  real estate investing
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  How the Latest Biden/House Tax Proposal Affects Millionaire Retirees

  tax planning The current version of the Build Back Better plan shouldn’t be that scary for retirees with a net worth of $1 million to $5 million. In fact, there could be a pleasant surprise or two for them.

  By Evan T. Beach, CFP®, AWMA® Published 4 January 22

  tax planning
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  Failing to Plan for Taxes Could Mean Planning to Fail in Retirement

  tax planning If the bulk of your retirement savings is in a traditional IRA or 401(k) or other tax-deferred account, you’ve got a problem. The good news is, there are plenty of things you can do about it.

  By Beth Andrews, CPA, CFP® Published 26 December 21

  tax planning
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  QCDs: A Great Way to Give Yourself (and the Charities You Love) a Gift This Year

  Charity Why you should consider using your annual IRA distribution to make a qualified charitable distribution.

  By Allison L. Lee, Esq. Published 5 December 21

  Charity
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  Taxes May Be a Certainty – But the Amount You Pay Doesn’t Have to Be

  tax planning You do have some control over how much income tax you owe – if you don’t wait until Tax Day to start exploring your options. Take some steps throughout the year, and you may be pleasantly surprised.

  By Brett Gottlieb, Investment Adviser Representative Published 4 December 21

  tax planning
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  Don’t Assume You’ll Pay Less in Taxes in Retirement

  tax planning Plan now for the taxes of tomorrow. Here are some ways to limit them, stretching your income further throughout your retirement years.

  By Joseph Donti, Registered Investment Advisor Published 30 October 21

  tax planning
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  Make the Most of Your Charitable Donations

  Financial Planning Take a closer look at whether you’re getting the most bang for your donated bucks.

  By Rivan V. Stinson Published 28 October 21

  Financial Planning
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  Retirees, Get an Upfront Tax Break for Delayed Charitable Giving

  Charity A donor-advised fund allows you to deduct your contributions on your tax return today while postponing the actual charitable donations until later.

  By David Rodeck Published 28 October 21

  Charity
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  High Earners and Successful Savers: What Is Your Tax Plan for the Future?

  tax planning We’re experiencing historically low tax rates right now, so what can you do to plan ahead? In the near future, tax planning could become the most important part of your financial plan.

  By Jammie Avila, Registered Representative Published 24 October 21

  tax planning