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Monthly Archive for: ‘November, 2018’

  • Tax Form 2

    Year-End Tax Planning

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    Year-end Tax Planning; Things You Should Know This has been a tumultuous year for taxes, with the tax reform that passed in late 2017 generally becoming effective in 2018, often with significant changes for both individuals and businesses. This is the first major tax reform …

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  • Tax Form 2

    Retirement Savings

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    Ways to Maximize Your Retirement Savings The Social Security Administration (SSA) recently announced the inflation-adjusted increase in benefits for 2019. SSA’s announcement states that Social Security beneficiaries should expect a cost-of-living increase of 2.8%. However, the same announcement says that for those who are retired …

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  • Tax Form 2

    Opportunity Zone Investments

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    Deferral of Taxable Gains when Investing in Qualified Opportunity Funds Those who have a large capital gain from the sale of a stock, asset, or business and who would like to defer that gain with the possibility of excluding some of it from taxation should …

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