I Need Help With Taxes

Financial Advisors on Six Tax Penalties to Avoid Before Retiring

6 Tax Penalties to Avoid Before Retiring [Video]

In this video, we cover six tax penalties you might overlook when preparing for retirement; from healthcare to state taxes and more!

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Financial Advisors on the tax law changes from President Trump's one big beautiful bill act

Tax Law Changes From the One Big Beautiful Bill Act (OBBBA)

The One Big Beautiful Bill simplifies tax planning with low tax rates and other benefits for retirees and business owners.

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Financial Design Studio Podcast on 2025 Tax Planning

Episode 64: 2024 Tax Season Recap and 2025 Tax Planning

In this episode, we share what we noticed filing 2024 tax returns and how, in light of upcoming legislative changes, you can start 2025 tax planning!

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Financial Design Studio on strategies to reduce your taxes today

Strategies to Reduce Your Taxes Today [Video]

In this video, we share a couple basic tax planning case studies and how they use different strategies reduce your taxes.

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Wealth Management Financial Advisors in deer park on strategies for tax returns

Strategies for Tax Returns [Video]

In this video we share often missed strategies for tax returns, from child education credits, to trust rules, and safe harbors.

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Wealth Management Financial Advisor on 2023 Tax Review and 2024 Tax Planning

Episode 43: 2023 Tax Review & 2024 Tax Planning

We review the 2023 tax season, and what to know for 2024 tax planning. We cover IRA contributions, tax credits, and more!

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