In celebration of the Thanksgiving holiday and to allow our staff some additional time with their families, we will be closed on Thursday, November 24th, and Friday, November 25th. 

Tax Planning

Capital Improvements

It's important to document capital improvements because doing so helps…
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Tax-Loss Harvesting

Tax-loss selling is a common tax planning strategy. Harvesting a…
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Will My Beneficiaries Have To Pay Taxes On My Life Insurance Policy?

Under current law, death benefit proceeds from life insurance are…
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