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The Planner's Playbook

THE PLANNER'S PLAYBOOK | NOVEMBER 2023

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Tax Talk: Navigating Taxes with Confidence

From unlocking the mystery of essential documents to navigating ever-changing tax laws and embracing the strategic advantage of early preparation, this month’s volume turns tax season into a journey of empowerment.

Preparing for Tax Season Early

Procrastination and taxes are a less-than-ideal duo. Let’s explore why starting your tax preparation early is not just a good idea—it’s a strategic move that can ease your stress and potentially enhance your refund. This article discusses the following:

  • Reduced Stress Levels
  • Avoiding Mistakes
  • Maximizing Deductions

Read more…

Essential Tax Documents Everyone Should Have

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When it comes to tax season, having your financial documents organized is like having a roadmap for a smooth journey. Let’s delve deeper into the essential tax documents that can make your filing process a breeze. This article discusses the following:

  • W-2s and 1099s
  • Receipts for Deductions
  • Mortgage Interest Statements

Read more…

Navigating Tax Changes for the Year

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In the ever-evolving landscape of tax laws, staying informed is the secret sauce to financial success. Let’s take a closer look at the latest tax changes and how they might shape your financial strategy in the coming year. This article discusses the following:

  • Standard Deduction Updates
  • Tax Bracket Tweaks
  • Rolling In Credits

Read more…

About Strategic

Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $1.8 billion.

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