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Today’s Taxes 101: Priorities and Deductions, Oh My!

March 9, 2023 Personal insights

Tax laws can be complicated but forming a robust tax plan is crucial to attaining your future financial goals. In this article, we’re breaking down everything you need to know about tax codes and other helpful information to know as you prepare.   A tax plan can benefit you in three ways. It allows you to: Maximize savings by leveraging …

Your 2023 Checklist for Preparing Your Estate and Tax Planning Documents

December 20, 2022 Personal insights

Check out these actionable strategies to coordinate your estate and tax planning documents—and minimize your 2022 tax liability. Let’s dive into some actionable strategies to consider over the next several weeks to coordinate your documents and minimize your 2022 tax liability. File Your Taxes Online Instead of by Mail Shopping, dating, ordering …

Tax Preparation

July 5, 2022 Personal insights

Tax season is upon us. While everyone’s financial situation is different, there are some basic guidelines to get you started.   File Electronically This is the quickest way to get your tax refund. There are many online platforms that make filing your taxes safe and easy.  You’ll need your account number and your bank routing number for …