Asset location – strategy to reduce taxes on investments

asset location

Asset location is a tax management technique where an investor places the most tax-efficient investments in the least tax-efficient account type and vice versa to reduce near-term taxes. Both asset allocation and asset location are important considerations when building an investment portfolio to meet a client’s specific goals. In essence, asset allocation is what investments are in the […]

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Enhance your workflow with client portals

client portal

As cloud applications continue to grow at a lightning pace, the word “cloud” finds itself in nearly every conversation regarding technology advancements and improved business efficiency. Virtually every business today is leveraging cloud-based services in some shape or form, including having a customer-facing website and using online banking. It is important to understand how your […]

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When are social security benefits taxable?

social security benefits

A portion of your social security benefits may be subject to income tax if your modified adjusted gross income (MAGI), plus one-half your Social Security benefits, exceeds specific limits. Your MAGI equals adjusted gross income (or the adjusted gross income of you and your spouse if married and filing jointly), including wages, interest, dividends, taxable […]

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Collaboration Software to drive your business

collaboration software

    Sometime back, it was hard to have a meeting online without the accompanying transmission delays and fuzzy pictures. Imagine collaboration across cities or countries today – made extremely simplified and productive thanks to the varied collaboration software. Social collaboration software products allow you to create a workspace where all information can be shared […]

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