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The 4 Ds of tax planning Thumbnail

The 4 Ds of tax planning

Taxes are hard. Even Einstein had problems with them and he was a genius. But we've got good news, if you strip it back to the essentials, you can sum up a good tax strategy in four words.

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Maximize Your Tax Deductions by Asking Your Accountant These 5 Questions Thumbnail

Maximize Your Tax Deductions by Asking Your Accountant These 5 Questions

Meeting your accountant at tax-time isn’t just showing up, running the numbers, and then leaving. Or at least it shouldn’t be. While you may walk away with a tax refund, you’ll be missing out on much more – like a plan to minimize the impact of taxes on your income. To help you take advantage of everything your accountant can do for you, we’re going to cover 5 questions you can ask to open up the conversation and get the most out of your experience.

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