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- Feb 22, 2022
Should I Roll Over My Dormant Traditional 401k
Common IRA and 401(k) features and differences Net Unrealized Appreciation options Age-based distribution options Taxes and penalties in...
- Feb 15, 2022
What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions?
Clients often have outsized positions due to appreciation and large pre-tax retirement accounts. They may be looking to reduce risk...
- Feb 14, 2022
Pay Stub Review
A pay stub is a valuable source of information when building financial models and evaluating cash flow.
- Feb 10, 2022
What issues should I consider when reviewing my tax return?
Reviewing a tax return can always be an informative exercise to ensure you understand all sources of income and tax liabilities
- Feb 2, 2022
What is Tax Planning?
WHAT IS TAX PLANNING?
Tax planning refers to our review of your tax return to identify potential planning opportunities.
- Jan 28, 2022
What issues should I consider if I get a promotion or raise at work?
When a client receives a promotion or a raise at work, this event can come with a number of changes that might impact their financial...