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Tax Resources Blogs

A person walking on stone steps on an outdoor pond.
Earl Jefferson | Jan 7, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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A grove of orange trees.
Earl Jefferson | Dec 3, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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A calculator and a pen on top of a graph
Earl Jefferson | Nov 28, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Ten key accounting calculator on a soft yellow desk
Earl Jefferson | Nov 18, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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