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Tax Management

Tax Efficiency

I work with your CPA to reduce your taxes now, and in the future for your beneficiaries.

There are many tools at my disposal to help clients and their CPAs do so.

If you do not have a CPA, I can refer you to my preferred partner group Abramowitz & Cohen CPAs.

Abramowitz and Cohen CPAs is not affiliated with Cetera Advisors LLC.

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.