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Minimizing Taxes

As the year comes to a close, we are just finishing up with some year-end tax harvesting for our taxable accounts. If we can lock in losses to counter our gains it will help minimize the tax burden this year…

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Tax Relief…2010

The recently enacted "Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010" is a sweeping tax package that includes, among many other items, an extension of the Bush-era tax cuts for two years, estate tax relief, a two-year…

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Tax Time!

As we are in the midst of tax filing season, we would like to take this opportunity to remind you that part of the Wealth Management we provide for our clients includes tax preparation services. Many of our clients are…

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Important Tax Developments

The following is a summary of the most important tax developments that have occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these…

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