Income tax planning comes in many different forms, but effective capital gains planning often has the biggest long-term impact on the wealth of successful people.
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A Closer Look At Capital Gains (Part I)
Tag Archives: Sentinel
Greener Prospects For ESG Investing
Seeking investments to do good, not just to do well, has been gaining popularity as a wealth management approach. Luckily, as ESG funds grow up, this goal is also becoming more practical.
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Timely Estate Strategies For An Opportune Moment
The future always includes an element of uncertainty, even if the legislative landscape feels relatively stable. Taxpayers may want to take advantage of various strategies to make the most of the current rules while they remain in effect.
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Working From Home But Taxed At The Office
The COVID-19 pandemic has been stressful for everyone. But if you worked remotely, and especially if you plan to continue doing so, don’t let a potential change to your taxes slip under the radar.
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