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Category: Tax Planning

How We Learned to Stop Worrying and Love the 1040
How We Learned to Stop Worrying and Love the 1040
28 Apr 2022
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If you have met with one of our advisors, we have probably asked you to share your most recent tax return with us.  While we are not tax advisors or tax preparers, we do have […]
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Tax Season is Every Season
Tax Season is Every Season
21 Mar 2022
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Introduction Tax season is in full swing.  As we write this blog, we are about a month away from the annual April 15 Tax Day deadline.  Most people think about taxes once or maybe twice […]
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Brandon Garrett quoted in Investment News: House tax proposal would close door on popular back-door Roth IRA conversions
Brandon Garrett quoted in Investment News: House tax proposal would close door on popular back-door Roth IRA conversions
19 Sep 2021
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Tax reform proposals to finance the massive budget bill being cobbled together in Congress would close the door on an increasingly popular retirement savings strategy among advisers’ wealthy clients. “It really limits what folks can […]
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