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2016 Year-End Tax Planning Basics

November 21, 2016

The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2016 tax year. Timing is everything Consider any opportunities you have to defer income to 2017. For example, you may be able to…

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A Quick Look at the Presidential Candidates' Tax Proposals

September 5, 2016

Though tax policies haven’t received top billing in this year’s presidential election dialogue, they’re still part of the conversation. Here’s a quick review of each candidate’s tax proposals based on information released by their campaigns. Keep in mind that regardless of who wins in November, any changes to tax policy would require congressional action. Note:…

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What is the difference between the child tax credit and the child and dependent care tax credit?

August 8, 2016

Please see our updated video for 2019 here. Can The Child Tax Credit Help You This Year? These credits are quite different. First, the child tax credit. The purpose of this credit is simply to provide tax relief for parents, working or not, who have qualifying children under the age of 17. A qualifying child…

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10 Years and Counting: Points to Consider as You Approach Retirement

July 18, 2016
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If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work…

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Understanding Your Paycheck

June 13, 2016
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Congratulations! You’ve just landed a new job. Here are some important things to be aware of before you receive your first paycheck. When will I receive my paycheck? How often will you be paid? Typically, your payday will depend on the company you work for and which state you work in. You might be paid…

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Federal Income Tax Returns Due for Most

April 18, 2016

The federal income tax filing deadline for most individuals is Monday, April 18, 2016. That’s because Emancipation Day, a legal holiday in Washington, D.C., falls on Friday, April 15, this year. If you live in Massachusetts or Maine, you have until Tuesday, April 19, to file your return because Patriots’ Day, a legal holiday in…

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The Tech Movement from San Francisco to Seattle – Will We Follow in their footsteps?

March 18, 2016

A recent NY Times article discussed the rapid change tech companies and workers have had on the city and communities of San Francisco.  Seattle has often been compared as San Francisco lite or the canon to the Golden city.  We have so many similarities.  Both west coast cities, both with high tech driving our new…

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Estate, Gift, and GST Taxation and Trusts

January 11, 2016
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How are trusts treated for federal estate, gift, and GST tax purposes? A trust is created when you (the grantor) transfer property to a trustee for the benefit of a third person (the beneficiary). The act of transferring property to a trust is generally treated no differently than if it were transferred to an individual…

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Income Tax Key Numbers

January 6, 2016

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are…

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Key Numbers 2016

January 5, 2016
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