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    • Home
    • Services
    • Areas of Interest
    • What is a CDFA®?
    • About Us
    • Resources
    • Disclosures
    • Payments
    • Contact Us
  • Home
  • Services
  • Areas of Interest
  • What is a CDFA®?
  • About Us
  • Resources
  • Disclosures
  • Payments
  • Contact Us

Articles Published

Top Tax Questions We Hear (pdf)

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Deciding When the Time is Right to Retire (pdf)

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2025 Tax Year Downloads

 Please feel free to share with your family and friends. If you are looking for information on a 

financial topic not listed here, please give us a call and we will put one together for you. 


More comprehensive tax compliance and planning services are available with our sister company, 

Save Moore Tax & Accounting Services. Check us out at www.SaveMooreTax.com for more detailed information. 

Death of a Taxpayer 2025 (pdf)Download
Divorce and Taxes 2025 (pdf)Download
Estate Planning Wills Probate and Transfer of Assets 2025 (pdf)Download
Individual Retirement Accounts - Beneficiaries of IRA's and Qualified Plans 2025 (pdf)Download
Individual Retirement Accounts - Qualified Charitable Distribution (QCD's) 2025 (pdf)Download
Individual Retirement Accounts - Required Minimum Distributions (RMD's) 2025 (pdf)Download
Individual Retirement Accounts - Roth IRA Conversions 2025 (pdf)Download
Individual Retirement Accounts - Roth IRA's 2025 (pdf)Download
Individual Retirement Accounts - Traditional IRA's 2025 (pdf)Download
Newlyweds Tax Tips 2025 (pdf)Download
Pension Income Planning 2025 (pdf)Download
Reverse Mortgages 2025 (pdf)Download
Saving for College 2025 (pdf)Download
Saving for Retirement 2025 (pdf)Download
Social Security and Medicare 2025 (pdf)Download

2024 Tax Year Downloads

Death of a Taxpayer (pdf)Download
Divorce and Taxes (pdf)Download
Estate Planning - Wills, Probate and Transfer of Assets (pdf)Download
Individual Retirement Accounts - Beneficiaries of IRA's and Qualified Plans (pdf)Download
Individual Retirement Accounts - Qualified Charitable Distributions (QCD's) (pdf)Download
Individual Retirement Accounts - Required Minimum Distributions (RMD's) (pdf)Download
Individual Retirement Accounts - Roth IRA Conversions (pdf)Download
Individual Retirement Accounts - Roth IRA's (pdf)Download
Individual Retirement Accounts - Traditional IRA's (pdf)Download
Newlyweds Tax Tips (pdf)Download
Pension Income Planning (pdf)Download
Reverse Mortgages (pdf)Download
Saving for College (pdf)Download
Saving for Retirement (pdf)Download
Social Security and Medicare (pdf)Download


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