Social Security & Tax Planning Resources
As Tax Season approaches, WealthOne LLC is dedicated to providing our clients with the resources needed to accurately prepare and address any tax challenges. View and download our collection of tax and social security resources and articles below.
Protecting Your Personal Information Against Thefts and Scams
View information on common scams and our tips for protecting your information from thefts and scams.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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