NJ Financial Planning

Count on Your CPA for Financial Literacy

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The CPA commitment. As trusted advisors, CPAs across the country have made a commitment to increase financial literacy. How?

Retirement Basics: Understanding Tax Efficiency

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One of the basics when considering how to fund your retirement is to be as tax-efficient with your income as possible.

Cut Taxes with Lifetime Giving

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If you want certain individuals to receive property from your estate, there may be advantages to making those gifts while you are still alive.

Income the IRS Can’t Touch

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Wouldn’t it be nice to have a source of nontaxable income? Listed here are several income items that the IRS does not tax.