Knowledge Center
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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Understanding the Standard vs Itemized Deduction
The standard deduction is a simple and effective way to reduce your taxable income without the complexity of itemizing deductions. It streamlines the tax filing process and ensures you benefit from a reduced tax liability.
Hang onto That Asset
If there are assets you are planning on passing along to beneficiaries, hold them in your name until you are gone, so they can transfer to them in a tax-efficient manner.