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Blog

Team,of,professional,businesspeople,drawing,strategy,diagram,with,marker
Posted in: Business Planning & Consulting

4 best practices for effective strategic planning meetings

September 13, 2023 0

4 best practices for effective strategic planning meetings

It’s not uncommon for employees to grumble about having to attend too many meetings. Sometimes they have a point; an excessive number of meetings can […]

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Illustration of a roller coaster with a shopping cart on it carrying the words STOCK MARKET
Posted in: Tax Planning

Investment swings: What’s the tax impact?

September 12, 2023 0

Investment swings: What’s the tax impact?

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year […]

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White evelope with a gold satin ribbon on gold satin material
Posted in: Tax Planning

Plan now for year-end gifts with the gift tax annual exclusion

September 5, 2023 0

Plan now for year-end gifts with the gift tax annual exclusion

Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to […]

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A box on a table with grass and a small model of a home in it with a sign that says sold.
Posted in: Tax Planning

Selling your home for a big profit? Here are the tax rules

August 29, 2023 0

Selling your home for a big profit? Here are the tax rules

Many homeowners across the country have seen their home values increase in recent years. According to the National Association of Realtors, the median price of […]

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Business people sitting at table having a meeting working on laptop and looking at reports
Posted in: Business Planning & Consulting

4 Strategies to Strengthen Your Small Business

August 25, 2023 0

4 Strategies to Strengthen Your Small Business

Even at the best of times, the future is unpredictable. As anyone who has run a business for any length of time understands, there will often […]

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Succession,planning,concept,on,blackboard,with,pen
Posted in: Exit Planning

Look carefully at three critical factors of succession planning

August 23, 2023 0

Look carefully at three critical factors of succession planning

The day-to-day demands of running a business can make it difficult to think about the future. And by “future,” we’re not necessarily talking about how […]

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Financial,loan,negotiation,/,discussion,among,a,lender,and,borrower
Posted in: Business Planning & Consulting

Guaranteeing a loan to your corporation? There may be tax implications

August 22, 2023 0

Guaranteeing a loan to your corporation? There may be tax implications

Let’s say you decide to, or are asked to, guarantee a loan to your corporation. Before agreeing to act as a guarantor, endorser or indemnitor […]

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House Keys On A Keyring With A House Trinket Attached On A Wooden Table
Posted in: Business Planning & Consulting

What Are the Tax Implications of the New Lease Accounting Rules?

August 21, 2023 0

What Are the Tax Implications of the New Lease Accounting Rules?

Private businesses implemented new lease accounting rules in 2022, resulting in a major shift in how leases are reported for “book” purposes. While the tax rules […]

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Family,business,meeting, Husband, wife, and son gathered around a laptop
Posted in: Estate Planning

4 Common Estate Planning Pitfalls

August 18, 2023 0

4 Common Estate Planning Pitfalls

Estate planning involves a lot of moving parts. So you’d be forgiven for overlooking or forgetting about certain issues when making decisions about transferring wealth in […]

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Colleger Graduates in cap and gown all in a row
Posted in: General

Handling Student Loan Debt

August 16, 2023 0

Handling Student Loan Debt

Starting September 1, 2023, federal student loans will begin accruing interest again. And loan payments will officially restart in October 2023. As part of federal relief […]

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Black notebook on a desk with the lable ABLE Account. Also, a blue 3d graph and a pink and green 3D pie chart.
Posted in: Tax Planning

Disabled family members may be able to benefit from ABLE accounts

August 15, 2023 0

Disabled family members may be able to benefit from ABLE accounts

If you have family members with disabilities, there may be a tax-advantaged way to save for their needs — without having them lose eligibility for […]

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job applicants sitting in a row of chairs only visible from the waist down
Posted in: Recruiting

Now Hiring: Creative Ideas to Attract Skilled Workers

August 10, 2023 0

Now Hiring: Creative Ideas to Attract Skilled Workers

Finding and keeping talent can be challenging in today’s competitive hiring market. Many workers are ready and willing to switch jobs, in search of greener […]

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