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Monthly Archives: August 2017

Executive Perspectives – Undo a Roth IRA Conversion

Yes, you can undo a Roth IRA conversion Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw funds tax-free in … Continue reading

Posted in Business Accounting, Entity Perspectives, Estate CPA, Estate Tax, Executive Perspectives, Irvine Accountant, Irvine Accounting, Irvine CPA, Irvine Tax, Orange County Accountant, Orange County CPA, Tax Perspectives, Tax Prep, Tax Preparers, Trust Accounting, Trust CPA | Tagged , , , , , , | Leave a comment

Executive Perspectives – Individual Tax Plan Strategies

3 Midyear Tax Planning Strategies for Individuals In the quest to reduce your tax bill, year end planning can only go so far. Tax-saving strategies take time to … Continue reading

Posted in Business Accounting, Entity Perspectives, Estate CPA, Estate Tax, Executive Perspectives, Irvine Accountant, Irvine Accounting, Irvine CPA, Irvine Tax, Orange County Accountant, Orange County CPA, Tax Perspectives, Tax Prep, Tax Preparers, Trust Accounting, Trust CPA | Tagged , , , , , | Leave a comment

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