itemized deduction


Are Investment Management Fees Tax Deductible? It Depends.

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The answer ultimately depends on how the management fees are being paid.

2013 Year End Tax Planning

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Here are some tips to be aware of.

Don’t Miss the Qualified IRA Charitable Distribution (QCD) Opportunity to Save on Taxes!

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Charitable minded seniors need to plan carefully before taking their required minimum distribution (RMD) this   

New Rules for Itemized and Personal Exemptions

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What’s the net impact of the PEP and Pease limitations?

Don’t Miss These Deductions When You File Your Taxes!

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You might not have known about these.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437