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Posts Tagged ‘tax’

March 4, 2024 Weekly Update

By angelicacomahig | March 4, 2024

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Tips For Gifting and Loaning Money to Children

By angelicacomahig | March 4, 2024

You’ve done well in retirement planning and you’re living a good life.  You may have plans to leave money to your heirs, and many of our clients want to learn…

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10 Tax Tips for The Beginning of 2023

By angelicacomahig | January 9, 2023

With 2023 here, one thing that you want to consider when retirement planning is taxes. You never want to spend more money on taxes than necessary, and that’s why we’re…

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2022 End of Year Tax Strategies

By angelicacomahig | November 21, 2022

Taxes should be on everyone’s mind at this point in the year. Retirement planning and end-of-year tax strategies should be interlinked to help you secure your retirement and pay as…

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November 14, 2022 Weekly Update

By angelicacomahig | November 14, 2022

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Mid-Year Tax Strategies You Should Consider

By angelicacomahig | June 20, 2022

We recently sat down with one of our good friends Steven Jarvis CPA to discuss tax strategies everyone should be considering whether they’re currently in the middle of retirement planning…

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