The Distillery Newsletter
Insights
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STRATEGIC GIVING SAVES ONE CLIENT SIX FIGURES IN TAXES
The title says it all! 3 cheers for smart tax strategies!
SMART CHANGES CAN SAVE SERIOUS TAXES
How one client saved nearly $60,000 in taxes over the next decade with some smart maneuvering.
MILDLY INTERESTING NOTES FROM THE SECURE 2.0 ACT
Quick takeaways from recent legislation that might impact your taxes.
YOU MAY NOT BE THE BEST PERSON TO DO YOUR TAXES
When should you outsource your tax preparation? We’ve got some suggestions.
A WILD IDEA: ACCOUNTANT TURNS AWARD-WINNING WINEMAKER IN RETIREMENT
Wild, indeed! Maybe some people should quit their day jobs!