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Blog

Block Letters Spelling Tax On A Wall Alongside Stacks Of Coins
Posted in: General

Your estate plan: Don’t forget about income tax planning

June 14, 2022 0

Your estate plan: Don’t forget about income tax planning

As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate […]

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Chalk Restaurant Menu Surrounded By A Teapot, Cups And A Knife And Fork
Posted in: General

On the Menu: Perks That Will Entice Employees

June 9, 2022 0

On the Menu: Perks That Will Entice Employees

The labor market is tighter today than it has been in decades, and many employers are going above and beyond the ordinary to attract and retain […]

H&B

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Hand Holding A Block Placing It On A Stack Of Wooden Blocs With Icons On Them
Posted in: General

Simple ways to make strategic planning a reality

June 8, 2022 0

Simple ways to make strategic planning a reality

Every business wants to engage in strategic planning that will better position the company to sell more to current customers — and perhaps expand into […]

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Surprised Mature Businesswoman Pointing Finger At Copyspace Isolated On Background
Posted in: General

Social Security benefits: Do you have to pay tax on them?

June 7, 2022 0

Social Security benefits: Do you have to pay tax on them?

Some people who begin claiming Social Security benefits are surprised to find out they’re taxed by the federal government on the amounts they receive. If […]

H&B

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Family Casually Walking Down Country Path
Posted in: General

Gift Your Heirs Tax Protection

June 3, 2022 0

Gift Your Heirs Tax Protection

Individuals commonly establish estate plans with trusts to mitigate their own tax exposure. But what about their heirs? With bequests, family members often inherit assets that […]

H&B

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Classroom Filled With College Students Giving Thumbs Up Sign
Posted in: General

Education Benefits Can Help You Recruit and Retain Smart Employees 

June 1, 2022 0

Education Benefits Can Help You Recruit and Retain Smart Employees 

Are your company’s supervisors current on the latest and most effective management strategies? Do IT staffers have the most advanced knowledge about cybersecurity and network administration? […]

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Pink Biggy Bank With "traditional Ira" On It Facing Blue Piggy Bank With "roth Ira" Written On It
Posted in: General

Is it a good time for a Roth conversion?

May 31, 2022 0

Is it a good time for a Roth conversion?

The downturn in the stock market may have caused the value of your retirement account to decrease. But if you have a traditional IRA, this […]

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Piggy Bank Wearing Sunglasses In The Sand At Thr Beach
Posted in: General

3 summertime marketing ideas for 2022

May 25, 2022 0

3 summertime marketing ideas for 2022

You can’t stop it; you can only hope to use it to your best business advantage. That’s right, summer is on the way and, with […]

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The Concept Of Time And The New Financial Ideas.
Posted in: General

The ins and outs of Series EE savings bond taxation

May 24, 2022 0

The ins and outs of Series EE savings bond taxation

Many people own Series E and Series EE bonds that were bought many years ago. They may rarely look at them or think about them […]

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Young Woman At Desk Working On Her Laptop
Posted in: General

How to Keep Your Business Strong Despite Inflationary Pressures

May 19, 2022 0

How to Keep Your Business Strong Despite Inflationary Pressures

Over the last year, consumer prices rose 7.9%, according to the latest data from the U.S. Bureau of Labor Statistics. The Consumer Price Index covers the […]

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Backside Of Flight Crew Mwmbwr With Luggage On A Runway Watching A Plane Land
Posted in: General

Work or Pleasure: The Tax Rules for Hybrid Travel

May 18, 2022 0

Work or Pleasure: The Tax Rules for Hybrid Travel

With business travel picking up again and summer fast approaching, many business owners may be mulling trips that combine work with vacation or other personal activities. […]

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Hands Holding A Heart Puzzloe On A Yellow Background
Posted in: General

IRA charitable donations: An alternative to taxable required distributions

May 17, 2022 0

IRA charitable donations: An alternative to taxable required distributions

Are you a charitably minded individual who is also taking distributions from a traditional IRA? You may want to consider the tax advantages of making […]

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