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Tax Management

Home » Archive by Category "Tax Management"
financial planners sitting at table
25 Apr
Blog, Financial Planning, Tax Management

Secrets of Wealth Management Professionals

  • May 10, 2023
  • By author-avatar Natalya Lainhart
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The world of wealth management can be shrouded in mystery, with industry insiders holding the keys to the secret of financial success. ...

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two financial advisors planning
25 Apr
Blog, Estate Planning, Financial Planning, Investment Ideas, Investment Philosophy, Tax Management, Tax Planning

The Importance of a Personal Financial Roadmap

  • May 10, 2023
  • By author-avatar Natalya Lainhart
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Good planning is required for your financial journey. It’s unlikely to be smooth without unexpected events requiring a change in plans....

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tax planning
06 Oct
Tax Accounting, Tax Management, Tax Planning

Secure Your Future With Tax Planning

  • January 26, 2023
  • By author-avatar Zack Armstrong
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Arthur Godfrey once said, “I’m proud to pay taxes in the United States, but I’d be just as proud for half the money.” Early in our c...

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Financial Advisor vs. Accountant: Which Should You Hire
26 Sep
Blog, Financial Planning, Tax Management

Which is Better Financial Advisor vs Accountant

  • January 26, 2023
  • By author-avatar Zack Armstrong
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Choosing the right financial advisor is a serious decision, with major ramifications.   You have a dizzying array of options, fee st...

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Retired man and woman sitting on bench
11 Aug
Retirement Planning, Tax Management

Required Minimum Distributions 101

  • November 23, 2022
  • By author-avatar Zack Armstrong
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  Understanding mandatory retirement account withdrawals. Provided by Zachary H. Armstrong, CFA, CPA   If you are ap...

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Long bridge between lake, man walking on it.
06 Apr
Diversification, Investment Ideas, Retirement Planning, Tax Management

Retirement Preparation Mistakes

  • November 23, 2022
  • By author-avatar Zack Armstrong
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  Why are they made again and again?   Provided by Zachary H Armstrong, CFA   Much is out there about the classic finan...

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LGBTQ rainbow flag
22 Jun
Estate Planning, Tax Management

Tax and Estate Planning for LGBTQ+ Married Couples

  • February 20, 2023
  • By author-avatar Zack Armstrong
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  In this age of marriage equality, there are new possibilities. Provided by Zachary H. Armstrong, CFA The 2015 Obergefell v. H...

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Green plants
12 Apr
Investment Ideas, Tax Management

Qualified Charitable Distributions

  • November 23, 2022
  • By author-avatar Zack Armstrong
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  A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Zachary H Armstrong, CFA   ...

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Securities offered through Sigma Financial Corporation, member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Allied Integrated Wealth is independent of Sigma Financial Corporation and SPC.


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