2023 Handy Financial Planning Facts

December 22, 2022 |Charles W. Cullen III
As we move into a new tax year, it is never too soon to review the updated financial planning numbers for 2023. Click Here
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Capital Gain Reserve

December 15, 2022 |Charles W. Cullen III
Typically, when selling appreciated capital property, you need to pay tax on the capital gain in the year it is realized. However, you may be able to defer a portion of the capital gain and the associated taxes by claiming what's called a "capital gain...
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Optional Returns for a Deceased Individual

December 08, 2022 |Charles W. Cullen III
When someone passes, you may be able to reduce or eliminate tax by filing one or more optional returns in addition to the terminal return. This article outlines strategies, which may or may not be applicable to your circumstances. For more information...
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Fall 2022 Economic Statement

December 01, 2022 |Charles W. Cullen III
To learn more about the most significant tax and financial planning measures announced in the Fall Economic Statement, please click the article below. To discuss if the update is applicable to you and your situation, please reach out. Click Here
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