Insights

 

Accounting and Tax

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3 min read

Using Taxability to Your Advantage: Making Smart Asset Choices

It’s hard to outrun the IRS, and it’s definitely not advisable to try. Learning that taxes are an...

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5 min read

How Education Savings Accounts Work (When Funds Aren’t Used)

One of the fun things about having young kids in your life is getting to hear about future plans...

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3 min read

Deductions and Tax Considerations for Investment Properties

The investment properties you own today could finance a very comfortable retirement down the road....

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3 min read

Top Reasons Why You Might Need to File a Tax Extension

After the IRS postponed the deadline to file taxes in both 2020 and 2021, things have returned to...

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3 min read

5 Business Accounting Tips to Make 2022 Accounting Easier

2020 and 2021 brought unprecedented challenges that forced businesses to do things differently than...

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4 min read

Tax Planning for Retirement: Topics for Your Next Tax Meeting

As we move into tax season and everyone starts scheduling their annual sit-down with their...

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3 min read

Your CPA Provides Benefits Beyond Tax Preparation Services

If you only see your CPA in the spring, it’s time to rethink your approach to managing your taxes....

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3 min read

Benefits of Having Your Small Business Accountant Handle Your Individual Taxes

It’s hardly surprising that big-box stores are among the most profitable retailers in the United...

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4 min read

Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals

Considering how many of us worked from home last year, the home office deduction is presumably...

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3 min read

What You Need to Know About Form 8606 (and Other IRA Tax Rules)

Even if you’ve been paying taxes for decades, you’ve probably only ever encountered a fraction of...

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