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Tag Archives for: "Tax Season"

How to Use the Tax Code to Save More, Pay Less, and Minimize Your Heirs’ Burden

March 30, 2021
#Tax Planning
 How to Use the Tax Code to Save More, Pay Less, and Minimize Your Heirs’ Burden

Would you like to save more, pay less in taxes, and transfer money tax-deferred or even tax-free to your heirs? When working with an advisor, tax planning is an important part of wealth [...]

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2 Key Filing Tips for Every American This Tax Season

February 24, 2021
#In The News
 2 Key Filing Tips for Every American This Tax Season

Tax season officially began on Friday, February 12th. With a delayed start, experts expect this year to come with its share of challenges. Recently, our CEO Marianela Collado was quoted on Fox [...]

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July 15 Due Date Approaches for Federal Income Tax Returns and Payments

July 10, 2020
#In The News
 July 15 Due Date Approaches for Federal Income Tax Returns and Payments

The due date for federal income tax returns and payments is Wednesday, July 15, 2020. Due to the coronavirus pandemic, the original due date for filing federal income tax returns and making tax [...]

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In the News: GOOD CENTS Ask a tax expert: Is it better to file your taxes jointly or separately?

April 22, 2019
#In The News
 In the News: GOOD CENTS Ask a tax expert: Is it better to file your taxes jointly or separately?

We were featured in the NBC News article titled “GOOD CENTS Ask a tax expert: Is it better to file your taxes jointly or separately?.” You can read the full article here.

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Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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