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Serving all of Tampa Bay
Hillsborough (813) 909-0022 | Pinellas/Pasco (727) 799-1701



How Does Biden’s Tax Plan Affect Your Capital Gains?

Perhaps you have heard rumblings of President Biden’s tax plan having a major effect on what individuals are paying in capital gains taxes, but you aren’t quite sure if the new rules apply to you. No one wants to see a tax increase when they are already paying a healthy chunk of change to Uncle…

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Taxes 101: Deductions You May Have Not Considered

There are three truths in life. We all will live. We all will die, and we all will pay taxes. Paying taxes is something that most of us certainly dread, as seeing your hard-earned money get handed over is a bit of a killjoy, but the good news is that there are multiple tax deductions…

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What To Consider When Creating a Trust or Living Will

Creating a trust and living will is not fun, but it’s a necessary step to establishing a solid financial plan and making sure your final wishes are carried out as intended. Fortunately, with the help of experienced and knowledgeable professionals such as a financial advisor and/or estate attorney, the process doesn’t have to be difficult….

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Do You Pay Taxes When Selling Your Home?

The Florida real estate market is hotter than ever, so if you’re considering selling your home, now is a good time to do it. And as you sit back and watch those offers roll in, you’ll likely get way more than what you originally paid for the house, even more than the asking price! This…

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Palm Harbor

4114 Woodlands Pkwy,
Ste. 303B
Palm Harbor, FL 34685

(727) 799-1701


212 Crystal Grove Blvd
Lutz, FL 33548

(813) 909-0022

St. Petersburg

3663 Central Avenue
St. Petersburg, FL 33713

(727) 799-1701

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