Tax | Preferred Wealth Management

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.

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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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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Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

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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.}

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