It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Be realistic about the sale of your business, get it ready for the sale and make sure key employees are on board
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.