Mid-Year Tax Checkup

Get It Together!

Most major life events have significant tax consequences. Whether it’s selling your home, transferring funds from one retirement account to another, debt consolidation, getting married, getting divorced, adopting a child, or having a baby, there may be a right way and a wrong way to handle it from a tax perspective.

The Internal Revenue Code is full of quirky rules; the tax savings obtained from professional advice will dwarf the fees in comparison.

Don't Settle for a Disappointing Tax Return

The 2018 tax season threw many people for a loop. Want to avoid the stress and disappointment of a small refund next year? Consider doing some tax planning now before it’s too late and make sure you are on track for your goals this year!

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