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Tag: irataxes
Fall Tax Planning
Fall Tax Planning

As the crisp autumn air sets in, it’s time to shift our...

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Fall Tax Planning
Fall Tax Planning

As the crisp autumn air sets in, it’s time to shift our...

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How the $3.5 Trillion Bill Affects Your Retirement
How the $3.5 Trillion Bill Affects Your Retirement

How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard...

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How the $3.5 Trillion Bill Affects Your Retirement
How the $3.5 Trillion Bill Affects Your Retirement

How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard...

Read More
Mid-Year Tax Planning Tips - Bertram Financial
Mid-Year Tax Planning Tips

This week we’re talking about mid-year tax planning tips and how you...

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Mid-Year Tax Planning Tips - Bertram Financial
Mid-Year Tax Planning Tips

This week we’re talking about mid-year tax planning tips and how you...

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Credit Card Processing & Savings
The Collaborative: New Tax Credits To Help Communities

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in...

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Credit Card Processing & Savings
The Collaborative: New Tax Credits To Help Communities

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in...

Read More
Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

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Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

Read More
First Friday Live - End of Year Planning
First Friday Live – End of Year Planning

Welcome to our First Friday series that we’re doing on the First...

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First Friday Live - End of Year Planning
First Friday Live – End of Year Planning

Welcome to our First Friday series that we’re doing on the First...

Read More
Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

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Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Read More
Conservation Easements and Opportunity Zones

Conservation easements and opportunity zones can be a great way to reduce...

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Conservation Easements and Opportunity Zones

Conservation easements and opportunity zones can be a great way to reduce...

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How Will The Election Affect Me and My Taxes?
How Will The Election Affect Me and My Taxes?

How Will The Election Affect Me and My Taxes? I think it’s...

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How Will The Election Affect Me and My Taxes?
How Will The Election Affect Me and My Taxes?

How Will The Election Affect Me and My Taxes? I think it’s...

Read More
Fall Tax Planning
Fall Tax Planning

As the crisp autumn air sets in, it’s time to shift our...

Read More
Fall Tax Planning
Fall Tax Planning

As the crisp autumn air sets in, it’s time to shift our...

Read More
How the $3.5 Trillion Bill Affects Your Retirement
How the $3.5 Trillion Bill Affects Your Retirement

How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard...

Read More
How the $3.5 Trillion Bill Affects Your Retirement
How the $3.5 Trillion Bill Affects Your Retirement

How the $3.5 Trillion Bill Affects Your Retirement: You’ve probably already heard...

Read More
Mid-Year Tax Planning Tips - Bertram Financial
Mid-Year Tax Planning Tips

This week we’re talking about mid-year tax planning tips and how you...

Read More
Mid-Year Tax Planning Tips - Bertram Financial
Mid-Year Tax Planning Tips

This week we’re talking about mid-year tax planning tips and how you...

Read More
Credit Card Processing & Savings
The Collaborative: New Tax Credits To Help Communities

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in...

Read More
Credit Card Processing & Savings
The Collaborative: New Tax Credits To Help Communities

The Collaborative: New Tax Credits To Help Communities, New Tax Credits in...

Read More
Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

Read More
Minimizing Taxes In Your Retirement Accounts
Minimizing Taxes In Your Retirement Accounts

I want to talk today about tax planning and how it relates...

Read More
First Friday Live - End of Year Planning
First Friday Live – End of Year Planning

Welcome to our First Friday series that we’re doing on the First...

Read More
First Friday Live - End of Year Planning
First Friday Live – End of Year Planning

Welcome to our First Friday series that we’re doing on the First...

Read More
Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Read More
Michelle Bertram - Owner of Bertram Financial
Tax Planning and Investing – Part 1

 I want to talk today about tax planning and how it...

Read More
Conservation Easements and Opportunity Zones

Conservation easements and opportunity zones can be a great way to reduce...

Read More
Conservation Easements and Opportunity Zones

Conservation easements and opportunity zones can be a great way to reduce...

Read More
How Will The Election Affect Me and My Taxes?
How Will The Election Affect Me and My Taxes?

How Will The Election Affect Me and My Taxes? I think it’s...

Read More
How Will The Election Affect Me and My Taxes?
How Will The Election Affect Me and My Taxes?

How Will The Election Affect Me and My Taxes? I think it’s...

Read More