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Tax Management

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December 13, 2021

8 Year-End Tax Tips To Help Save You Money

1: Tax brackets have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates the...

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February 13, 2020

Counting on Emotion: Tax Season Fraud

As tax season rolls around, it’s best to be aware of fraud trends that crop up during this time. This appears to be an especially popular time for...

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February 3, 2020

Finding Your Tax Documents

Gathering all of your paperwork to do your taxes can be a daunting task. Did you know the quickest way to get your tax forms from Raymond James is...

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October 25, 2019

Housekeeping: December 20, 2019 Deadline

Mark your calendars! If you are planning to make a contribution or take a distribution from one of your accounts for the calendar year 2019 tax...

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February 14, 2018

Understanding The New Tax Reform with Jim Kruzan

By now, the new Tax Cut and Jobs Act has been rolled out and many of you may be wondering how you might be affected. In an effort to help clarify the...

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