Anna Pfaehler identities a variety of year-end steps that can reduce next year’s taxes.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Anna Pfaehler in Bankrate
Anna Pfaehler offers income tax planning strategies for an uncertain fiscal climate.
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Shomari Hearn, Anna Pfaehler and Ben Sullivan in Becker’s Spine Review
Shomari Hearn, Anna Pfaehler and Ben Sullivan illuminate various strategies that can reduce the tax burden resulting from the rate increases scheduled to begin in 2013.
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Paul Jacobs in the Franklin Prosperity Report
Paul Jacobs answers a question about investing in a 401(k) without an employer matching program.
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ReKeithen Miller in Kiplinger’s Retirement Report
ReKeithen Miller discusses the place for bank-loan funds in investor portfolios.
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David Walters in The Wall Street Journal
David Walters recounts a real estate problem with a happy ending and an unexpected tax bonus.
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Eric Meermann in Newsday
Eric Meermann emphasizes that there is no cure-all for capital gains planning in an uncertain tax environment.
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Ben Sullivan in MarketWatch
Ben Sullivan suggests smart estate planning moves to make in today’s environment.
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Anthony Criscuolo in AgingCare.com
Anthony Criscuolo offers strategies to maximize Social Security benefits.
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Ben Sullivan in Physician’s Money Digest
Ben Sullivan urges estate planning action to combat uncertainty.
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