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December Newsletter

Happy holidays! Tis the season for family, friends, food, and of course … last second tax moves! While time is running short, consider some of these moves you can make to cut your tax liability. Also, retirement contributions are rising … Continue reading

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November Newsletter

It’s November and the holiday season is upon us. With the end of the year less than two months away, now is the time to run down your annual year-end checklist. Before you dig in to some turkey and stuffing, … Continue reading

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October

The leaves are starting to change colors and cool air is just around the corner. With the fourth quarter upon us, now is the time to finalize your tax plans before the busy holiday season arrives. Included here are some … Continue reading

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September Newsletter

With summer coming to a close, now is a good time to assess your tax situation while there is still time to make adjustments if necessary. To help you prepare, this newsletter includes articles on potential 2018 tax surprises and … Continue reading

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August Newsletter

Summer is in full swing and the air conditioners are working overtime. Hopefully you are finding ways to stay cool while enjoying your outdoor activities. Included in this newsletter are articles about a new tax trap created by student loan … Continue reading

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July Newsletter

It’s the height of summer, and hopefully you’ve had a chance to enjoy some pleasant weather and Fourth of July fireworks. This issue contains tips on tax breaks for new parents, deciding whether to amend a tax return, strategies for … Continue reading

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June Newsletter

Summer is the perfect time to schedule a tax planning session. Take a look at the lead article to learn why. Summer is also peak season for buying a home. There are tax breaks discussed in this issue that may … Continue reading

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May Newsletter

Now that the 2017 tax filing season is over, it’s time to start adapting to some of the momentous tax changes passed last year. This issue provides an update on the latest news affecting 2018 taxes, as well as a … Continue reading

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April Newsletter

Happy tax filing month! To help celebrate, this month’s newsletter includes a quiz on strange tax laws from around the world. Also included are some tips for using your refund check as well as advice on handling spiraling health care … Continue reading

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March Newsletter

Tax season is underway, and articles in this month’s issue will help get you over the finish line. Included are some answers to commonly asked tax questions, an update on some late tax breaks now available for 2017, and some … Continue reading

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