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Blog

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 […]

H&B

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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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Dollar Wrapped In A Red Ribbon In Christmas Decorations.
Posted in: General

Year-end giving to charity or loved ones

November 22, 2022 0

Year-end giving to charity or loved ones

The holiday season is here and many people plan to donate to their favorite charities or give money or assets to their loved ones before […]

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Family
Posted in: General

10 Tips to Help You Combat Rising Costs

November 18, 2022 0

10 Tips to Help You Combat Rising Costs

Inflation is up 8.3% year over year, according to the latest data from the U.S. Bureau of Labor Statistics. Many factors — including supply chain disruptions, […]

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Beautiful Business Woman Owner Selling Online Using Tablet To Chat With Customer.
Posted in: General

Like every business, a start-up needs a sensible budget

November 16, 2022 0

Like every business, a start-up needs a sensible budget

An impressive 432,834 new business applications for tax identification numbers were submitted during October 2022, according to the U.S. Census Bureau. Indeed, despite the relatively higher […]

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These Numbers Are Strong
Posted in: General

Computer software costs: How does your business deduct them?

November 15, 2022 0

Computer software costs: How does your business deduct them?

These days, most businesses buy or lease computer software to use in their operations. Or perhaps your business develops computer software to use in your […]

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