“It’s Later!” We’ve been telling you since the start of the year that tax planning is the key to paying the minimum tax possible. We’ve offered for you to come in for your free tax analysis and hope you schedule one now. Most of you would agree that tax planning is a good…
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Back to School Tax Planning Tips for Parents What is the American Opportunity Tax Credit? The American opportunity tax credit (AOTC) is a credit for qualified education expenses paid for an eligible student for the first four years of higher education. You can get a maximum annual credit of $2,500 per eligible student. If the…
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Just like you diversify your investments, you also need to diversify your tax buckets. Tax buckets are made up of taxable accounts, tax deferred accounts and tax free accounts. If these text buckets are not properly diversified, it will cause you to be in a higher tax bracket and could activate torpedo taxes on your…
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