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Blog

Ten key accounting calculator on a soft yellow desk
Premier Advisors | Nov 12, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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A grove of orange trees.
Premier Advisors | Nov 12, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming.
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259 North State Street
Westerville, OH 43081

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P | 614-524-4888 
E | Brad@premier-Advisors.com

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Securities and Advisory Services are offered through United Planners Financial Services, member FINRA / SIPC. TCP Asset Management, LLC. and United Planners are independent companies. Brad Hennebert is registered to conduct securities business in Ohio, Florida and California. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than Ohio. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  

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