This is a very timely article by the WSJ about how people are using their retirement plans to provide liquid funds to pay billsuntil the economy recovers. There are tax smart ways to access dollars in your plan.
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Tax Planning & Preparation
Minimize both your current and future tax liabilities.
Recent Posts
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Tax Doctor
- Why Didn’t My Tax Preparer Tell Me That?When you start tax planning with a new client, the first thing people often ask is why the accountant or CPA they are using doesn’t think or act the way you do in discussing the hunt for possible tax savings. After all, the current CPA is smart, trustworthy, running a successful accounting business and well […]
- Yes, You Can Change Your Tax Outcomes After December 31st!At this time of year many people who were getting a refund have already filed their tax return. It leaves the remaining majority of folks who, despite having withholdings, are still going to owe additional tax. We talk a great deal about tax planning and changing behaviors to achieve better outcomes in the future, but […]
- Simple Tax Tips Are Sometimes the BestPeople often struggle with record keeping and are typically so busy that they are simply unaware of tools or services that have been developed that could greatly improve the recording of tax deductible expenses, mileage, etc. Many topics we could cover here, but two that are universal. If you are in business, you have a […]
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