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Tax Planning

A grove of orange trees.
Tom Konkowski | Dec 9, 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. But what if there was a

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Ten key accounting calculator on a soft yellow desk
Vista Wealth Network | Jul 29, 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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Grandmother with child
Vista Wealth Network | Jul 29, 2024

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Vista Wealth Network, PLLC collaborates with independent professionals who operate their own businesses and are not affiliated with Vista Wealth Network, PLLC or each other. Each professional operates independently and maintains their own business entity. While they collaborate with Vista Wealth Network, PLLC to offer specialized services, they are not employed by or directly affiliated with Vista Wealth Network, PLLC. Clients should understand that any services provided by these independent professionals are conducted under their own companies and are not the responsibility of Vista Wealth Network, PLLC.

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