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Key Tax Code Changes Under the One Big Beautiful Bill Act (OBBBA)
Key Tax Code Changes Under the One Big Beautiful Bill Act (OBBBA): What’s Staying, What’s Going, and What’s Brand New As we are sure you…
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How can I avoid interest and penalties on my taxes?
How can I avoid interest and penalties on my taxes? Filing a tax return will reconcile what we paid toward our tax liability during the…
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Understanding some aftereffects from the 2024 storms
Understanding some aftereffects from the 2024 storms. 2024 saw three named storms hit Florida and cause damage throughout the Southeast. Parts of the west coast…
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How will taxes change after the election?
How will taxes change after the election? Finally, the election is over! The Republican party won most seats in both the Senate and the House…
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Will higher taxes hurt stocks?
Will higher taxes hurt stocks? The proposal to raise taxes in some capacity arises in every election. Candidates for the White House are typically the…
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What is gain harvesting?
What is gain harvesting? “Gain harvesting” refers to the practice of selling a holding for a gain in a taxable account, triggering a taxable event,…
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When does the 60-day period for IRA rollovers start?
When does the 60-day period for IRA rollovers start? Today’s question comes from Mike in Celebration, FL. “I want to do a rollover from one…
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Important tax changes for 2024
Important tax changes for 2024 Every year, there are changes to laws that affect our taxes. In our January newsletter, we outlined the new 2024…
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How can I get my tax information to my preparer securely?
How can I get my tax information to my tax preparer securely? Tax season is upon us once again, and if you use a professional…
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How do higher interest rates affect personal finances?
How do higher interest rates affect personal finances? The most obvious effects of higher interest rates are that savers earn more interest income and borrowers…
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What do high valuation differences in the market mean for your portfolio?
What do high valuation differences in the market mean for your portfolio? One way to characterize stocks is by the ratio of its price to…
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When are Roth IRA distributions taxable?
When are Roth IRA distributions taxable? From Ken in Satellite Beach: I thought once you turned 59 ½ Roth IRAs are tax free but a…
