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Browsing Tag

tax planning

2 posts
David Michael Mares

David Michael Mares: The Missing Layer in Most Retirement Income Plans

    • CEO
  • August 4, 2026
  • 3 minute read
Retirement income specialist David Michael Mares says most people treat their tax bill as a verdict, when it…
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Steven P. Perry

Steven P. Perry: How to Understand Deductibles and Tax Credits

    • Expert
  • September 3, 2025
  • 3 minute read
Filing business taxes can feel like trying to read a foreign language with no dictionary in sight. For…
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