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News & Articles

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An Inside Look at the IRS (Spoiler Alert: It’s not as Glamorous as you may Think)

Have you ever wondered what your tax return goes through after you file your taxes? Maybe you...

Can a Health Savings Account Help Me Reduce My Tax Liability?

Everyone always wants ways to lower their tax liability. It keeps more money in your pocket, making...

Eligible Expenses of a Health Savings Account You May Not be Aware Of

Health Savings Accounts help taxpayers minimize their taxes and save for medical expenses. It’s an...

Are Holiday Gifts Taxable?

It’s that time of year when everyone is giving gifts, and sometimes that means cash. However, gifts...

5 Easy Tax Deductions to Lower Your Tax Liability Before the End of the Year

Tax time is almost upon us again, meaning it’s time to look at your finances and see where you can...

Charitable Distributions – What you Must Know

We’re almost in the season of giving, so we wanted to focus on charitable distributions. Keep...

Charitable Contribution Deduction – What is It?

The holiday season is fast approaching and many will soon be thinking about charitable...

Retirement Distributions – Everything you Must Know

You contribute to your retirement accounts to withdraw funds in retirement, right? But there are...

Retirement Contributions – What are the Limits?

Each year, the IRS limits how much you can contribute to your tax-deferred retirement accounts. The...

Mortgage Interest and Property Tax Deductions on your Primary Residence

Tax time isn’t something most taxpayers look forward to, but when you can take tax deductions, it...

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