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As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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Moving to a new state may have tax consequences that can follow you long after you settle in.
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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
