Posts category

Taxes

Tax Savings Alert! Squeezing the Most from the New SALT Cap

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October 3, 2025

Understanding Net Unrealized Appreciation (NUA)

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August 4, 2025

Managing Tax Strategy During Retirement: Navigating the “Tax Holiday”

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April 23, 2025

Getting your money into a Roth: Roth IRA Conversions, Backdoor Roth, and Mega Back Door Roth.

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April 16, 2025

Navigating the Paper Trail: IRS Record Retention for Small Businesses and Individuals

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March 4, 2025

Unlock Your Philanthropic Power: The Benefits of a Donor-Advised Fund

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February 14, 2025

Tax Loss Harvesting Strategy (TLH)

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November 18, 2024

Qualified Charitable Distributions

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November 12, 2024