Tax Season

August 17, 2021

Retirement Tips Seniors Will Need If the Capital Gains Tax Changes

Have you heard of the proposal currently going through Congress to change the capital gains tax rate? While the news may be…

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March 8, 2019

Estate Planning Considerations For Seniors This Tax Season

As the April 15th tax filing deadline looms closer, so does the window of opportunity to take advantage of certain tax strategies….

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