For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day without a harried schedule. However, the transition [...]
Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. A true [...]
Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and avoid unexpected liabilities. When you sell your residence, the gain you realize may be subject to capital gains tax, but in many cases, favorable [...]
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both are ways the government collects revenue, they apply to very different types of money you receive. Here are the questions you most likely have, [...]
24654 N. Lake Pleasant Pkwy, #103-453 Peoria, AZ 85383
75 W. Towne Ridge Parkway, Suite #210 Sandy, UT 84070
Phone: (801) 676-0146
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Retirement Planning Services: Income Planning | Investment Management | Tax Reduction Strategies | Long-Term Care Planning | Legacy Planning
Business Owner Services: Income Tax Reduction | Asset Protection | Retirement Plans | Employee Benefits | Business Exit Planning
Disclosure: The content is developed from sources believed to be providing accurate information. This site is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Portside Wealth Group LLC, its affiliated companies, and their representatives and employees do not give legal or tax advice. We encourage you to consult your tax advisor or attorney.
Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor. Portside Wealth and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.
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