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2023 Year-End Tax-Saving Strategies

What are some key tax-saving strategies available to taxpayers that could potentially minimize taxes? As the end of the 2023 tax year approaches, time is limited to take advantage of the available tax breaks detailed below.   Evaluate Opportunities for Roth Conversions   Investors with traditional IRAs might consider converting …

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Relief for Storm-Affected Taxpayers

On March 2 and February 24, the State of California and the Internal Revenue Service (IRS), respectively, announced postponement of the filing and payment deadlines to October 16, 2023. This applies for most calendar-year filing residents and businesses in the following California disaster-affected counties only.   Alameda, Alpine, Amador, Butte, …

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Year-End Tax-Saving Strategies

What are some key tax-saving strategies available to taxpayers that could potentially minimize taxes? With the 2022 tax year quickly ending, there are only a few weeks left to take advantage of the available tax breaks, detailed below.   Evaluate Opportunities for Roth Conversions   Investors with traditional IRAs might …

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