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We want to empower you to make financially forward decisions and equip you with the tools to do so! In addition to working with our team, you can leverage this library of knowledge to accelerate your financial objectives.

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7 Year-End Tax Planning Tips for Individuals

As the holidays approach, it’s time to consider tax planning moves that will help lower your 2024 taxes, as well as set you up for tax savings in future years. Here are seven year-end tax planning ideas to consider.

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4 Main Drivers of Tax Savings

Understanding these 4 tax-saving drivers will help you make tax-smart decisions over time, including moving money into tax smart investments and creating liquidity via debt financing. Here's the key drivers that will change how you think about your money!

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Home Office Allocation if Not Exclusive?

If you use part of your home for storage of inventory or product samples, you can deduct expenses for the business use of your home without meeting the exclusive use test. However, you must meet all the following tests.

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