tax-planning

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    Should You Downsize Your Home in Retirement?

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    The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile
    The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile

    In times of market volatility, smart tax strategies can turn uncertainty into opportunity. EP...

    Tax-Saving Strategies for High-Value Real Estate Transactions
    Tax-Saving Strategies for High-Value Real Estate Transactions

    High-value real estate transactions can have significant tax implications. Learn about tax-saving...

    When is Tax Day in 2025?
    When is Tax Day in 2025?

    The deadline to file taxes is April 15, 2025. EP Wealth advisors provide tax planning solutions...

    How Can I Donate to Charity Effectively?
    How Can I Donate to Charity Effectively?

    In the full scope of managing money, people want to know that the money they donate to charitable...

    Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time
    Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time

    Author: Rick Bryan

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