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May 1, 2025 Strategic Roth IRA Conversions: Maximizing Retirement Income While Minimizing Taxes

For many high-income earners and those approaching retirement, a Roth IRA conversion represents a strategic financial move that can significantly impact long-term wealth preservation. This approach…

April 1, 2025 Understanding IRS Forms 1099 for Lawsuit Settlements

The Basics of Tax Reporting in Legal Settlements When you collect a settlement for a lawsuit, you'll likely also receive a Form 1099 from the IRS.…

March 1, 2025 As Tax Season Opens, We Must Stay Alert to Rising Scam Threats

As tax filing season begins, scammers are ramping up efforts to steal taxpayers' personal information through increasingly sophisticated schemes. Below, we discuss the latest scam, what…

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