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Tax Planning and Tax Returns

“I am proud to be an American. Although I can be just as proud if I paid half as much in taxes.”
—Arthur Godfrey

Steve Margulin, who, in addition to being a financial advisor, is also a CPA with over twenty years of tax preparation experience, says, “I don’t want income taxes to be the tail wagging the dog, but there are certainly ways to structure your transactions to take advantage of the… MORE...