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How To Address Fake Credit or Debit Card Charges

January 14, 2020

Few things are as frustrating as learning that someone has fraudulently used your credit or debit card. Your level of liability depends on the type of card, whether you still […]

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Do You Dream of Early Retirement?

January 10, 2020

Many of us dream of retiring early so they can pursue non-work activities, such as traveling, volunteering, and pursuing our hobbies full-time. But careful planning and diligent saving during the […]

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The SECURE Act Brings Further Tax Changes

January 4, 2020

On December 20, a substantial piece of legislation, the Setting Every Community Up for Retirement Enhancement (SECURE) Act, was signed into law, making quite a few changes to our ever-changing […]

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Reduce Your Business Taxes with These 5 Last-Minute Moves

December 27, 2019

Business owners are always looking for ways to reduce their tax burden and there are a few things you can do yet in 2019. Here are five to consider: Postpone […]

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Last minute tips to lower your 2019 tax bill

December 14, 2019

There are only a few more days left in this year – and decade! – but there are still some things you can do to lower your 2019 tax bill. […]

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Your Bad Business Debts May Be Deductible

December 11, 2019

If you have business-related debt that is uncollectible or worthless, you may be able to take a “bad debt” deduction to cut your losses. But, not surprisingly, there are a […]

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Save on Your 2019 Taxes on your Investments

December 4, 2019

Do you invest money outside of tax-advantaged retirement plans? If you do, you may be able to reduce your 2019 tax bill by selling some investments ― you just need […]

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The Importance of Tax Planning Before Making Gifts to Loved Ones

November 22, 2019

Many people prefer to pass assets to their heirs during their lifetimes, to help family members, to reduce the size of their taxable estates, or simply to see their loved […]

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2020 tax forms

2019 Tax Forms: What to Expect

November 12, 2019

We recently finished filing the final extended tax returns for our clients, and now it is time to start looking toward the 2019 tax filing season. (No rest for the […]

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Helping Students Get a Dose of Financial Reality

October 18, 2019

Many high school students can’t wait until they are “grown-ups” and can finally do all the fun things grown-ups get to do like go on vacations, drive nice cars and […]

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What You Need to Know about an IRS Audit

October 18, 2019

There are a few things in life that cause a universal, often paralyzing, sense of dread. A family call in the middle of the night. Knowing you must have a […]

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It’s Time for Some Year-End Tax Planning

October 4, 2019

Fall is definitely here and now is a great time to start thinking about your year-end business tax planning. There are a variety of things you may want to consider, […]

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