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The Hidden Costs of Poor Tax Planning: Are You Up to the Task?

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The Hidden Costs of Poor Tax Planning: Are You Up to the Task?

Tax planning is such an important component of your financial strategy yet many overlook the potential costs associated with inadequate preparation Each year individuals and businesses face unexpected expenses because... Read More >

What is a Taxable Event?

Put plainly a taxable event is a transaction that causes someone to owe money to the government in the form of taxes Seems simple enough right When it comes to... Read More >

Should I File Jointly with My Spouse?

Although many couples may stand to benefit from filing their taxes jointly doing so may not always be the most suitable choice Therefore it is essential to consider the following... Read More >

Tax Tips for the Upcoming Tax Season

With the introduction of a new year behind us the start of tax season is fast approaching Completing federal income taxes is often a drawn-out and convoluted process and it... Read More >

A December Letter to Clients: Some Taxing Issues and Market Round Up

A December Letter to Clients Some Taxing Issues and Market Round Up Looking to year-end I know it s a busy time But it s not too soon to start... Read More >

Should I Consider Doing A ROTH Conversion?

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A Winning Combination: Tax Preparation & Planning

Smart Advice Simply Clearly A Winning Combination Tax Preparation amp Planning Here s what you need to know Provided by Hilltop Wealth Solutions Many of you have started working on... Read More >

Tax Considerations for Retirees

Tax Considerations for Retirees by Erik Brenner on nbsp Mar Are you aware of these potential tax breaks and tax-saving opportunities Provided by Erik Brenner CEO Hilltop Wealth Solutions The... Read More >

Upcoming Events

HOW TO AVOID COSTLY FINANCIAL MISTAKES AND SURVIVE DURING RETIREMENT

January 27th, 28th, & 29th - Fort Myers, FL

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VITAL INFORMATION ON TAXES, INFLATION, INVESTMENTS, RETIREMENT INCOME, WILLS & TRUSTS

February 18th & 19th - Mishawaka, IN

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VITAL INFORMATION ON TAXES, INFLATION, INVESTMENTS, RETIREMENT INCOME, WILLS & TRUSTS

February 25th & 27th - Valpo, IN

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HOW TO AVOID COSTLY FINANCIAL MISTAKES AND SURVIVE DURING RETIREMENT

March 3rd, 10th, & 12th - Fort Myers, FL

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