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Recently, we worked with a high-earning professional who received a substantial year-end bonus that pushed his income far beyond its normal range. The bonus compressed a large portion of his income into the highest marginal brackets, creating a one-year tax spike that traditional planning tools simply couldn't absorb.

This July, while the world celebrates freedom with fireworks and fanfare, we in the Wealth Solutions Network are focused on a different kind of independence.

Taxes, Tariffs, and the Changing World Order — it sounds like the title of a thriller novel, right? But here we are, once again

As we approach the end of the year, it’s time to consider essential financial strategies to optimize your tax planning.