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August 2015 – Newsletter

Education tax planning can optimize the available breaks for saving and paying for school expenses. Here are some tips. Saving for education Section 529 plans include prepaid tuition programs and college savings accounts. Prepaid tuition programs let you buy future…

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July 2015 – Newsletter

Wedding bells bring rejoicing – and financial changes. If you’re marrying for the second time, the changes might seem overwhelming. On the surface, tax and financial planning for a second marriage is similar to that of a first marriage. Tax…

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June 2015 – Newsletter

June 15, 2015, is the due date for making your second installment of 2015 individual estimated tax. Your check to the United States Treasury should be accompanied by Form 1040-ES. June 15 is also the due date for calendar-year corporations…

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