Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual .
This information is not intended to be a substitute for individualized tax advice . We suggest that you discuss your specific tax situation with a qualified tax advisor .
Financial planning is a tool intended to review your current financial situation , investment objectives and goals , and suggest potential planning ideas and concepts that may be of benefit . There is no guarantee that financial planning will help you reach your goals .
This material was created using Artificial Intelligence ( AI ) tools .
Sources
1 . U . S . Congress . " Tax Cuts and Jobs Act ." Congress . gov 2 . Internal Revenue Service . " Estate and Gift Tax FAQs ." IRS . gov 3 . Internal Revenue Service . " Standard Deduction ." IRS . gov 4 . Tax Policy Center . " State and Local Tax ( SALT ) Deduction ."
5 . Internal Revenue Service . " Charitable Contribution Deductions ." IRS . gov 6 . U . S . Department of Energy . " Federal Tax Credits for Electric Vehicles ." 7 . Internal Revenue Service . " Tip Income - Reporting and Taxation ." IRS . gov 8 . Internal Revenue Service . " Overtime Pay : Tax Withholding and Deductions ." IRS . gov 9 . U . S . Department of the Treasury . " Car Loan Interest Deductions ." 10 . Internal Revenue Service . " Child Tax Credit ." IRS . gov 11 . U . S . Department of Health and Human Services . " Flex Spending Accounts for Dependent Care ." 12 . Internal Revenue Service . " Small Business Stock , Section 1202 ." IRS . gov STAY IN TOUCH WITH US !
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