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How to Get the Most Money Back on Your Tax Return

March 3, 2020 Tax Smart Investing

Tax season can feel like a grueling time — but missing out on a larger refund can feel even worse. To get the most out of your tax return, remember to take these 5 steps.

What is the Difference Between Quarterly and Annual Taxes and Which Will Impact Your Tax Returns Later?

January 19, 2020 Women In Business Tax Smart Investing

You know you have to pay taxes, but did you know when you choose to pay them could make a big difference in your tax return? Start the new year off right with these must-know facts about your taxes (Psst, especially if you're a business owner!)

5 Ways to Maximize Your Year-End Giving Strategy

December 22, 2019 Tax Smart Investing

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.