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Thought Leadership By Our Team

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Get Ready to File Your Taxes

The tax season is officially here and it is time to get yourself ready. Everyone’s tax situation is different, but here is a listing of common tax forms and records you should have prior to filing your tax return.

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Your 2022 Tax Filing Season To-Do List

The tax season is officially here and millions of Americans are getting their documents together to file their tax returns. The Internal Revenue Service (IRS) is encouraging people to file their taxes quickly...

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Breaking Domicile

Lately, we have many clients who are asking about establishing residency in another, more tax advantaged state. The more important question than the process of establishing residency, is that of breaking domicile in your current state of residence...

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2020 Year-End Tax Planning

With the year-end fast approaching, it is time to consider some strategic moves to reduce your 2020 tax bill. This year’s market activity makes it all the more important for clients and advisors to consider tax saving strategies. Where appropriate, realizing gains...

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