| Hi Valued Client, It’s never too early to start thinking about cutting next year’s tax bill. In this month’s newsletter, read about several ideas to help lower your 2023 tax obligation. With graduation season upon us, now is a great time to review some key money habits. Great information for everyone! The home gain exclusion is one of the most generous tax breaks available to taxpayers. Here is what you need to know. Finally, here are some ideas to help you make the most of your banked cash. As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Upcoming dates: May 14 – Mother’s Day May 29 – Memorial Day Calling All Taxpayers: Plan Now or Pay Later  Waiting to implement strategies to reduce your 2023 tax obligations could cost you money. Here are some suggestions to jumpstart your midyear tax planning review. Read full articleGraduation Season: A Great Time to Review Money Basics  With graduation season upon us, now is a great time to review some key money habits. Great information for everyone!Read full article The Home Gain Exclusion: Make Sure You Qualify!  The home gain exclusion is one of the most generous tax breaks available to taxpayers. Here is what you need to know.Read full article Make Your Cash Worth More Banking tips to help you cash in  Here are some ideas to help you make the most of your banked cash. Read full article As always, should you have any questions or concerns regarding your tax situation please feel free to call.  |
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