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Tax Management

Home » Archive by Category "Tax Management"
1031 Exchanges: A Tax-Smart Way to Grow Your Real Estate Portfolio
17 May
Blog, Tax Management

1031 Exchanges: A Tax-Smart Way to Grow Your Real Estate Portfolio

  • June 7, 2025
  • By author-avatar Zack Armstrong
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If you’ve invested in real estate, you may already know the tax sting from selling a property that has appreciated. Fortunately, the U....

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07 May
Blog, Estate Planning, Tax Management

Create An Estate Plan to Minimize Taxes

  • June 7, 2025
  • By author-avatar Zack Armstrong
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If you're thinking about how to preserve more of your wealth for the people and causes you care about, creating an estate plan that min...

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Tax-Advantaged-College-Savings-CL
18 Apr
Blog, Savings, Tax Management

What Are Tax-Advantaged Accounts for College Savings?

  • April 19, 2025
  • By author-avatar Zack Armstrong
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Planning for a child's college education can be both exciting and daunting. With the rising costs of higher education, it's essential t...

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04 Apr
Blog, Tax Management, Tax Planning

The Role of Irrevocable Trusts in Estate Tax Planning

  • April 19, 2025
  • By author-avatar Zack Armstrong
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Estate planning is about more than passing on wealth—it’s about protecting assets from unnecessary taxation and preserving financial st...

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20 Mar
Blog, Tax Management

How the Tax Cuts and Jobs Act Makes Roth Conversions More Attractive

  • May 9, 2025
  • By author-avatar Zack Armstrong
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The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to the U.S. tax code, many of which have profound implications ...

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Federal Estate Tax Exemption
13 Jan
Blog, Tax Management

What Is the Federal Estate Tax Exemption and How Can You Leverage It?

  • March 18, 2025
  • By author-avatar Zack Armstrong
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The federal estate tax exemption is one of the most impactful tools in estate planning. it can help you transfer significant wealth to ...

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Charitable-Giving
28 Dec
Blog, Tax Management, Tax Planning

The Role of Charitable Giving in Reducing Estate Taxes

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Charitable giving is a powerful tool for high-net-worth individuals looking to reduce estate taxes while creating a lasting legacy. ...

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College-Savings
18 Dec
Blog, Financial Planning, Tax Management

A Financial Advisor Can Help You Navigate Tax Benefits for College Savings

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Saving for college is a significant financial challenge for many families. Fortunately, there are tax-advantaged strategies to help you...

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IRA-Rollover-CL
25 Oct
Blog, Financial Planning, Tax Management

Tax Implications to Consider When Moving Your 401(k) to a New Employer

  • March 18, 2025
  • By author-avatar Zack Armstrong
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Changing jobs brings excitement and new opportunities. It's also a time to consider your 401(k) and how your retirement savings fit int...

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The-Benefits-of-Roth-IRA
24 Jul
Blog, Savings, Tax Management

The Benefits of Roth IRA Conversions: How Financial Advisors Can Optimize Your Retirement Savings

  • November 20, 2024
  • By author-avatar Zack Armstrong
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One of the most effective retirement planning strategies is converting a traditional IRA to a Roth IRA. This conversion can provide sub...

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