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IRS to waive $1 billion in penalties Here s who qualifies and how much taxpayers may get

The IRS is waiving roughly $1 billion in late-payment penalties for millions of taxpayers with balances under $100,000 from returns filed in 2020 and 2021.

Danny werfelSean lovisonDarren guillotPurpose built financial servicesPurpose built financialPhiladelphia area purpose built financialPersonal finance

A stock market rally is the time to use this strategic chess move for capital gains, advisor says – NBC New York

If your income is lower in 2023, you may consider tax-gain harvesting to rebalance your portfolio or reduce future taxes. Here’s what to know.

South carolinaUnited statesNew yorkStephen maggardSean lovisonEdward jastremPurpose built financial servicesAbacus planning groupHeritage financial services in westwoodPurpose built financialPhiladelphia area purpose built financialHeritage financial services

A stock market rally is the time to use this strategic chess move for capital gains, advisor says – NBC 6 South Florida

If your income is lower in 2023, you may consider tax-gain harvesting to rebalance your portfolio or reduce future taxes. Here’s what to know.

United statesSouth carolinaEdward jastremStephen maggardSean lovisonPurpose built financial servicesHeritage financial services in westwoodAbacus planning groupPurpose built financialPhiladelphia area purpose built financialSouth floridaHeritage financial services

This tax-smart charitable donation strategy is like hitting two birds with one stone, advisor says – NBC Los Angeles

If you’re retired and giving to charity this season, you should weigh a qualified charitable distribution from your individual retirement account, experts.

United statesKevin bradyMarguerita chengSean lovisonPurpose built financial servicesFinancial advisor councilPhiladelphia area purpose built financialSouthern californiaBlue ocean global wealthSocial securityNew york based wealthspire

This tax-smart charitable donation strategy is like hitting two birds with one stone, advisor says – NBC 6 South Florida

If you’re retired and giving to charity this season, you should weigh a qualified charitable distribution from your individual retirement account, experts.

United statesKevin bradySean lovisonMarguerita chengFinancial advisor councilPurpose built financial servicesPhiladelphia area purpose built financialSouth floridaBlue ocean global wealthSocial securityNew york based wealthspire

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