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Comparison of estate planning trust strategies

Suggested by: Ashley (20 May) Upvoted: 20 May Comments: 0
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QSBS eligibility flow chart

Suggested by: Ryan Cole (11 May) Upvoted: 11 May Comments: 0
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Checklist of common itemized deductions

Suggested by: Matt (15 Apr) Upvoted: 15 Apr Comments: 0
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Retirement Readiness Checklist for Plan Participants

Suggested by: scott benjamin (30 Mar) Upvoted: 30 Mar Comments: 0
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Registered Domestic Partnership vs Marriage for Couples Approaching Retirement Age

Suggested by: Laura (26 Mar) Upvoted: 22 Apr Comments: 0
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Filing SSA-44 and when

Suggested by: Dan Lohmar (18 Mar) Upvoted: 18 Mar Comments: 0
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What issues should i consider before I retire?

Suggested by: Tyler Bartlett (11 Mar) Upvoted: 11 Mar Comments: 0
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Checklist for filing taxes post divorce

Suggested by: Dan Suiter (24 Feb) Upvoted: 24 Feb Comments: 0
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Elder Care Checklist

Suggested by: [email protected] (19 Feb) Upvoted: 19 Feb Comments: 0
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Tax Preperation Checklist

Suggested by: Scott Leonard (28 Jan) Upvoted: 28 Jan Comments: 0
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Do You Qualify for Earned Income Credit (EIC)?

Suggested by: Ben Rickey (22 Dec, '20) Upvoted: 22 Dec, '20 Comments: 0
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Possible tax changes from new Administrations Policy Proposals

Suggested by: Eric Jackson (25 Nov, '20) Upvoted: 25 Nov, '20 Comments: 0
Done

Issue to consider before year-end 2020 - increased charitable deductions

Suggested by: Suzanne Himes (18 Aug, '20) Upvoted: 18 Aug, '20 Comments: 0
Done

Tax advantage for nursing home care

Suggested by: Scott Lund (14 Aug, '20) Upvoted: 14 Aug, '20 Comments: 0
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When to itemize versus claim the standard deduction

Suggested by: Holly (10 Jul, '20) Upvoted: 10 Jul, '20 Comments: 0
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Reviewing Child Care Options

Suggested by: Ben Martinek (17 Jun, '20) Upvoted: 17 Jun, '20 Comments: 0
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MAGI

Suggested by: Lew (16 Apr, '20) Upvoted: 16 Apr, '20 Comments: 0
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Wash Sale

Suggested by: Shawn Glogowski (14 Apr, '20) Upvoted: 14 Apr, '20 Comments: 0
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Paycheck Protection Act Summary or Checklist

Suggested by: Steph Bruno (01 Apr, '20) Upvoted: 01 Apr, '20 Comments: 0
Done

Tax-Efficient Spending Strategies From Retirement Portfolios

Suggested by: Chris (13 Feb, '20) Upvoted: 13 Feb, '20 Comments: 0
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Showing the Benefit of Savings in Different Tax Buckets

Suggested by: Amy (07 Feb, '20) Upvoted: 07 Feb, '20 Comments: 0
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Special Considerations When You Live in a Community Property State

Suggested by: Danielle Seurkamp (04 Feb, '20) Upvoted: 04 Feb, '20 Comments: 0
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Flexible Savings Account versus Dependent Care Tax Credit

Suggested by: Linda G. (28 Jan, '20) Upvoted: 28 Jan, '20 Comments: 0
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Final Disposition of Life Checklist

Suggested by: Mike (29 Dec, '19) Upvoted: 29 Dec, '19 Comments: 0
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Add Roth consideration to Should I Set Up a Traditional 401(k)

Suggested by: Graig Stettner (28 Aug, '19) Upvoted: 28 Aug, '19 Comments: 0
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Would I benefit from municipal bonds or tax free interest

Suggested by: timothy r guthrie (21 May, '19) Upvoted: 21 May, '19 Comments: 0
Under consideration

Will I be subject to 3.8% Medicare Tax?

Suggested by: Eric Blake (23 Mar, '19) Upvoted: 23 Mar, '19 Comments: 0
Done

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