Tax
Understanding tax strategies and managing your taxes should be part of any sound financial plan. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent planning, you may be able to manage the impact of taxes on your financial future.
Featured Content
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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Preferred Wealth Management, Preferred Financial Group and Preferred Group do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.