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301 E. Pine St., Suite 1100
Orlando, FL 32801
D: 407.246.8885
TF: 800.426.7449
F: 407.648.5942
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Coral Gables
2333 Ponce de Leon Blvd., Suite 500
Coral Gables, FL 33134
D: 305.461.6659
TF: 800.523.3295
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Map and Directions
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245 Riverside Ave Ste 500
Jacksonville, FL 32202-4927
D: 904.273.2675
T: 904.858.4100
F: 904.858.4086
TF: 800.363.9652
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Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
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Tax Planning
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
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Tax Planning
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
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Tax Planning
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
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Tax Planning
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
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Tax Planning
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
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Tax Planning
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
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Tax Planning
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
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Tax Planning
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
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Tax Planning
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
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Tax Planning
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