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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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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-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.
Read
Family & Lifestyle
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Read
Tax Planning
Make your final tax-saving moves before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
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Tax Planning
Pay perks: what we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
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Tax Planning
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
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Tax Planning
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
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Retirement & Longevity
Will the sun set on generous estate and gift tax exemptions in 2026?
Now is a good time to review your estate and gifting plans.
Read
Tax Planning
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
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Tax Planning
Protect yourself and your parents from tax fraud
Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.
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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
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