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Blogadmin2024-11-05T15:45:48-05:00

Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099

By Evan Marquis|Categories: Investments, Taxes, Working Professionals|

Is It Too Late to Lower My 2024 Tax Bill? Last-Minute Tax Saving Tips for High Earners and Business Owners

By Kyle Labelle, CFP®|Categories: Taxes, Working Professionals|

Should I Take RSUs or Stock Options? How to Choose the Right Job Offer

By Kyle Labelle, CFP®|Categories: Investments, Taxes, Working Professionals|

Live in NH but Work in MA? What to Know About Your State Tax Returns

By Jennifer L. Climo, CPA, CFP®, MSFP|Categories: Families, Taxes, Working Professionals|

Help! It’s Tax Season. Do I Need A CPA?

By Cameron Barker|Categories: Families, Taxes, Working Professionals|

So You Received a Windfall — Now What?

By Dan Koppel, MSFS, CFP®|Categories: Cash Management, Investments|

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