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Blog

Gavin Pucciarello | Apr 10, 2025

Do You Need a CPA to File Your Taxes?

Filing taxes can be overwhelming, especially when you have multiple sources of income or need to navigate various deductions and credits.
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A grove of orange trees.
Bumgardner Morrison & Co | Jan 28, 2025

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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Two people working at a table in an office using a calculator.
Bumgardner Morrison & Co | Jan 28, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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A person walking on stone steps on an outdoor pond.
Bumgardner Morrison & Co | Jan 28, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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1501 E. Mockingbird Lane
Suite 300
Victoria, TX 77904

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P | 361-575-0271 
E | bmc@bmccpa.com

   

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