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Year-End 2021 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year Consider opportunities to defer income to 2022, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer a year- end bonus [...]

By |2021-11-15T08:40:08-05:00November 15th, 2021|Budgeting, Investment Center, Taxes|0 Comments

Due Date Approaches for 2020 Federal Income Tax

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2019 tax return and gathering W-2s, 1099s, and deduction records. […]

By |2021-03-01T15:23:37-05:00March 1st, 2021|Investment Center, Taxes|0 Comments