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Blog

Gold Egg In A Nest With The Word Retirement Written On A Notecard And The Words Secure . Off To The Right
Posted in: Retirement Planning

SECURE 2.0 law may make you more secure in retirement

January 3, 2023 0

SECURE 2.0 law may make you more secure in retirement

A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few […]

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A Boss With Open Arms Facing The Future Prospects Of His Business For The Year .
Posted in: General

Look forward to next year by revisiting your business plan

December 28, 2022 0

Look forward to next year by revisiting your business plan

Businesses of all stripes are about to embark upon a new calendar year. Whether you’ve done a lot of strategic planning or just a little, […]

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Red Sign That Says: For Rent To Relatives?
Posted in: Tax Planning

Renting to a relative? Be aware of these tax rules

December 27, 2022 0

Renting to a relative? Be aware of these tax rules

If you own a home and rent it to a relative, you may be surprised to find out there could be tax consequences. Quick rundown […]

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Two Piggy Banks Facing Each Other With Rolled Up Dollar Bills Between Them. One Bank Is Pink And Says Traditional Ira And One Is Blue And Says Roth Ira.
Posted in: Retirement Planning

Are You Missing the Roth IRA Boat?

December 21, 2022 0

Are You Missing the Roth IRA Boat?

Many self-employed individuals are eligible to make annual contributions to Roth IRAs, despite having healthy earnings from their businesses. But some haven’t yet taken advantage of […]

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Stacked Building Blocks With K Stamped On The Top Blocks
Posted in: Retirement Planning

Save for retirement by getting the most out of your 401(k) plan

December 20, 2022 0

Save for retirement by getting the most out of your 401(k) plan

Socking away money in a tax-advantaged retirement plan can help you reduce taxes and help secure a comfortable retirement. If your employer offers a 401(k) […]

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House Keys On A Keyring With A House Trinket Attached On A Wooden Table
Posted in: Tax Planning

Is a Lease with an Option to Buy a Home Right for You?

December 15, 2022 0

Is a Lease with an Option to Buy a Home Right for You?

As interest rates rise and economic uncertainty abounds, many people have decided to lease their homes rather than buy them outright. But some renters may have […]

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Analyst Works With The Data
Posted in: Software

Timing is everything when it comes to accounting software upgrades

December 14, 2022 0

Timing is everything when it comes to accounting software upgrades

“Well, it still works, and everyone knows how to use it, but….” Do these words sound familiar? Many businesses stick with their accounting software far […]

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Illustration Of A Ma On A Laptop Sitting On A Stack Of Coins In Front Of Various Graphs
Posted in: Tax Planning

Do you qualify for the QBI deduction? And can you do anything by year-end to help qualify?

December 13, 2022 0

Do you qualify for the QBI deduction? And can you do anything by year-end to help qualify?

If you own a business, you may wonder if you’re eligible to take the qualified business income (QBI) deduction. Sometimes this is referred to as […]

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Smiling Senior Business Leader Embracing Coworkers
Posted in: Estate Planning

Does your family business’s succession plan include estate planning strategies?

December 7, 2022 0

Does your family business’s succession plan include estate planning strategies?

Family-owned businesses face distinctive challenges when it comes to succession planning. For example, it’s important to address the distinction between ownership succession and management succession. […]

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Ira
Posted in: Retirement Planning

Answers to your questions about taking withdrawals from IRAs

December 6, 2022 0

Answers to your questions about taking withdrawals from IRAs

As you may know, you can’t keep funds in your traditional IRA indefinitely. You have to start taking withdrawals from a traditional IRA (including a […]

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Word Stock Option Written With White Solid Letters
Posted in: General

Take a look at stock options as a recruitment tool

November 30, 2022 0

Take a look at stock options as a recruitment tool

According to the U.S. Bureau of Labor Statistics, the U.S. unemployment rate rose slightly to 3.7% in October. Seeing as how that’s still a relatively […]

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Pair Of Scissors Cutiing A Piece Of Paper In Half With The Word "taxes" On It
Posted in: General

Strategies for investors to cut taxes as year-end approaches

November 29, 2022 0

Strategies for investors to cut taxes as year-end approaches

The overall stock market has been down during 2022 but there have been some bright spots. As year-end approaches, consider making some moves to make […]

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