Understanding the Data Scorecard

Measuring the right activities today can tell you where your business is going tomorrow Being in the right place at the right time isn’t always a matter of luck. Organizations that adhere to the principles of the Entrepreneurial Operating System (EOS) use a powerful tool which allows them to take the pulse of their business…

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Investments that Give You the Biggest Tax Breaks (Part One)

Insurance products offer tax-deferred growth while hedging your financial risk Investing is a wise way to build wealth for the future. But taxes can take a big bite of the money you earn if you don’t choose the right products. Fortunately, advanced planning can put you in the driver’s seat, enabling you to make informed…

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How to Avoid Overpaying Tax on Stock Investments

Make sure you’re not paying the IRS more than necessary on your stock investment gains Even though stock investments can be risky, investors can realize pretty big returns. Most experts suggest creating a diverse portfolio of different kinds of stocks, and hanging on to them through various market fluctuations. But keep in mind that there…

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How to Avoid Triggering the Dreaded Wash Sale Rule

Don’t make this critical mistake that keeps you from harvesting losses on taxable investments The silver lining to losing money in the stock market is getting a tax benefit. Recording a loss is as simple as selling the losing investment – and when your capital losses exceed your capital gains, you can take a tax…

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Why You Can’t Overestimate the Importance of Tax Planning

Failing to create a plan is the most expensive mistake taxpayers can make Many people scramble to find ways to reduce their taxes as April 15 approaches – and then dive back into busy lives and don’t give them another thought until the following year. But not making time for advance tax planning is one…

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