TAX

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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What Is a 1035 Exchange?

According to the most recent information available, Americans have individual life insurance with a total face value of $12.4 trillion.1 Due to a variety of

What If You Get Audited?

“Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high.

What Do Your Taxes Pay For?

Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. In 2017, as

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What Is a 1035 Exchange?

According to the most recent information available, Americans have individual life insurance with a total face value of $12.4 trillion.1 Due to a variety of

What If You Get Audited?

“Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high.

What Do Your Taxes Pay For?

Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. In 2017, as

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