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Like It or Not, Taxes are Constantly Changing
A Hidden Tax That You Can Avoid Paying with Proper Planning
Tax Planning Surprise. Use a CRAT or CRUT to “Put Back” Your Stretch IRA Options for Non-spouse Beneficiaries!
Know the Tax Consequences of Your Stock Trading
Did Your Withholdings and Estimated Tax Payments Equal Your Tax Due? Should It?
Tax Deadline Day Really Only Means Tax Payment Day!
Simple Tax Tips Are Sometimes the Best
Simple Tax Tips Are Sometimes the Best
IRS Has Backlog of 24 Million Tax Returns, with Some Refunds Held up for 10 Months or More
Tax Planning and Estate Planning Are a Lot Alike, and Ignored By Most!
Simple or Complex, Tax Planning is Important!
Business Owners Often Paint Themselves Into a “Tax Corner”
The Only Constant is Change (especially with taxation)
Recent Conservation Easement Tax Cases are Settling Favorably for Taxpayers
Another Tax Season is Almost Upon Us

At Tax Smart Retiree, we focus 100% on helping hard working Americans like you get more and keep more of your savings & investments through proven tax efficient strategies.

We combine the convenience of the Internet and the power of technology with smart certified financial planners who are tax specialists. We educate you about little known tax strategies (because knowing more means having more), and then demonstrate the impact tax efficiency can have your retirement income. It’s all about squeezing more juice from the fruit we have, and we have this down to a science.

Tax Smart Retiree
435 Lancaster St., Suite 3C Leominster, MA 01453

info@taxsmartretiree.com

+1 978-276-9145