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  • Five Strategies for Tax-Efficient Investing

    As just about every investor knows, it’s not what your investments earn, but what they earn after taxes that counts. After factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and local taxes, your investments’ returns in any given year may be reduced…

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  • Helpful Tax Tips Before Year-End

    Tax planning can be more advantageous when done during the year and well in advance of year’s end. Opportunities may exist for you to minimize tax liability, which could leave more income for you and/or your family. Generally, people put off tax planning because paying income taxes is an obligation.…

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  • Six Basic Tax Planning Techniques

    There are no great secrets where tax planning and tax cutting are concerned. The principles around which all tax-cutting strategies revolve can be reduced to six basics: Income splitting. Taxes are reduced for the total family unit by shifting income among several family members or legal entities in order to…

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  • POP QUIZ – Tax Planning Basics

    Q: What’s the difference between a tax credit and a tax deduction?A: A tax credit reduces your tax dollar for dollar—that is, a $1,000 tax credit actually saves you $1,000 in taxes. By comparison, a tax deduction reduces your taxable income, but is only worth the percentage equal to your…

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