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Maximize Your Tax Savings: The Importance of Keeping Home Improvement Records Before Selling Your Home
Many taxpayers don’t feel the need to keep home improvement records, thinking the potential gain when they sell their home will never exceed the amount of the tax code’s exclusion for home gains explained as follows.

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Senate Advances Major Changes to Solar Panel Tax Incentives - What Just Happened?
On June 30, the U.S. Senate dramatically reshaped clean energy incentives as part of its latest “mega tax-and-spending” bill. Here’s the current breakdown:

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Video Tips: Roth IRA 5-Year Rule - What Is It?
The 5-year qualifying period for Roth IRAs is a crucial component in determining the tax implications on distributions. Watch this video to learn more.

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A Comprehensive Guide for Itemized Medical Deductions
In today's world, where medical costs are soaring, understanding the intricacies of tax-deductible medical expenses is not just beneficial—it's necessary for effective financial planning.

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Married, Successful, and Overpaying? Tax Planning Strategies for High-Income Dual-Income Households
If you and your spouse both earn high incomes, you may be paying more tax than you should. Learn how dual-income couples can reduce tax liability with smart, proactive strategies.

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