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Accountability of your Personal Finances

Accountability of your Personal Finances

by Bill Clement | Feb 28, 2023 | Individuals & Families

Building a personal portfolio of valuable assets through hard work and dedication is a truly rewarding process. Once you’ve accumulated enough wealth to gain financial independence and freedom, you might think the hard part is over, but with a diverse portfolio spread...
Getting Ready to File Your Tax Returns

Getting Ready to File Your Tax Returns

by Shaun DaCunha | Feb 9, 2023 | Individuals & Families

The IRS recently announced January 23rd as the official start to the 2023 tax filing season! With W-2 and 1099 reporting deadlines mostly in the rear view mirror and that information starting to arrive in your mailbox, now is a great time to start accumulating your...
Massachusetts Taxpayer Refunds Update

Massachusetts Taxpayer Refunds Update

by Southcoast Financial Partners | Nov 10, 2022 | Individuals & Families

Massachusetts Taxpayer Refunds Update On November 1st, Massachusetts Department of Revenue began distributing tax refunds in accordance with Chapter 62F, a Massachusetts tax law that requires excess revenues to be returned to taxpayers. The distribution is based off...
Real Estate Investing – How Material Participation Can Reduce Your Taxes

Real Estate Investing – How Material Participation Can Reduce Your Taxes

by Southcoast Financial Partners | Aug 9, 2022 | Individuals & Families

Real Estate Investing – How Material Participation Can Reduce Your Taxes When done right, real estate investing is an extremely popular and proven strategy to accumulate wealth and create stable cash flow. One of the most attractive reasons investors flock to...
To Refund or Rollover – Don’t be a Piggybank

To Refund or Rollover – Don’t be a Piggybank

by Southcoast Financial Partners | Aug 1, 2022 | Individuals & Families

For #individuals To Refund or Rollforward? When filing your #taxes, you may end up in a position where your total tax owed is less than the tax you paid during the year. This means you overfunded your tax piggybank! By law, the IRS must give you the option to receive...
The Tax Reporting Challenges of Crypto

The Tax Reporting Challenges of Crypto

by Southcoast Financial Partners | Aug 1, 2022 | Individuals & Families

The 2021 Tax Reporting Challenges of #Crypto Cryptocurrencies continue to become more widely accepted as payment for goods and services, and remain as the bedrock of #nft transactions. This means that your likelihood of winding up with reportable crypto activity is...
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