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    An Accountant’s Guide to Goal Setting
    An Accountant’s Guide to Goal Setting
    Alternative Minimum Tax – The Hidden ‘Flat Tax’
    Alternative Minimum Tax – The Hidden ‘Flat Tax’
    Tax Benefits of Married Filing Separately
    Tax Benefits of Married Filing Separately

    I get asked by our clients often 'does it make sense for me to file separately from my spouse?' As is often the case with tax questions, the...

    Can I Deduct Investment Expenses?
    Can I Deduct Investment Expenses?

    As we are rolling into tax filing season, there are always a few questions that we get asked. One of which is "can I deduct my investment expenses...

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    All Personal Finance

    An Accountant’s Guide to Goal Setting
    An Accountant’s Guide to Goal Setting

    For those of you that missed our goal setting January 2012 Seminar, 'Make 2012 Your Best Year...

    Alternative Minimum Tax – The Hidden ‘Flat Tax’
    Alternative Minimum Tax – The Hidden ‘Flat Tax’

    Most all of our firms' clients have to consider Alternative Minimum Tax (AMT) when we develop...

    Tax Benefits of Married Filing Separately
    Tax Benefits of Married Filing Separately

    I get asked by our clients often 'does it make sense for me to file separately from my spouse?'...

    Can I Deduct Investment Expenses?
    Can I Deduct Investment Expenses?

    As we are rolling into tax filing season, there are always a few questions that we get asked....

    Bankers and Regulators – Learn How to Evaluate Risk!
    Bankers and Regulators – Learn How to Evaluate Risk!

    I will apologize in advance about the rant in this blog post. I think that bankers and...

    Determine the Right Size for Your Business to Support Your Lifestyle in Four Steps
    Determine the Right Size for Your Business to Support Your Lifestyle in Four Steps

    I get asked a lot by our business clients "help me figure out what I need to make to support my...

    9 Steps to Clean Up Your Accounting Records

    Why Are My Accounting Records a Mess?

    The purpose of this post is not to admonish you for financial...

    I Have Tax Problems – Tips For Dealing With the IRS

    All right – first and foremost it is never, never wise to use the Internal Revenue Service (IRS) or...

    Highlights of Obama's 2012 Budget Proposal

    Last week President Obama issued his fiscal year 2012 budget proposal to Congress along with the...

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    We have a pretty great podcast and insights that dig into issues you really care about.