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Tag Archive

Below you'll find a list of all posts that have been tagged as “tax planning”

tax planning chandler

Tax Season Isn’t Over

Tax filing day has passed us by for another year (unless you are on extension).  Most people don’t start planning for their taxes until they start receiving documents.  At this …

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financial planning and taxestax planningtaxes

Smart Tax Planning

“You are worse than the Dentist.” It’s tax time.  According to some of my clients-one of the worst days of the year.  Most of my clients are patriotic Americans, but …

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AZchandlerfinancial advisorfinancial plannerfinancial planningtax advicetax planning

Estate Tax Planning and Inheritance

If you have a large estate with adjusted gross value coming to a minimum of $5.34 million starting 2014, a big chunk of it will be gobbled by the federal …

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estate planningtax advicetax planningtaxes

Why Tax Planning Matters

Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line.  Here are some things that can reduce your tax liability. Ways to Reduce …

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tax planningWealth Management
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  • Are We a Fit?
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  • How We Help
    • Personal Tax Services
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    • Corporate Structure
    • Fiduciary Taxes
  • Wealthnest Articles
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