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    Tax Ideas

    Our best thought leadership, relevant news, and tools to help you grow your business.

    Tax Benefits for Hurricane or Storm Damage
    The Best Places to Retire
    The Best Places to Retire
    3 Ways to Boost Your Retirement Savings This Week

    With just 74 days until Christmas morning (no kidding), your mind now might be more focused on spending than saving. But mid-October is actually a...

    Consider Offering Employees a Cafeteria Plan (it's got nothing to do with food)

    As we barrel toward October, both you and your employees may be thinking about company benefits. One of the most overlooked options for small...

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    Top 100 Questions Business Owners Ask Us

    All Tax Ideas

    Tax Benefits for Hurricane or Storm Damage

    If you suffered damage to a primary residence or resort property from the recent East Coast...

    The Best Places to Retire
    The Best Places to Retire

    As I was scrolling through social media the other day, I saw an article on the “Best Places to...

    3 Ways to Boost Your Retirement Savings This Week

    With just 74 days until Christmas morning (no kidding), your mind now might be more focused on...

    Consider Offering Employees a Cafeteria Plan (it's got nothing to do with food)

    As we barrel toward October, both you and your employees may be thinking about company benefits....

    Short-Term Rental Taxes: Know what you owe before you rent your property.

    It’s summer, which hopefully means you are bound for the beach or other destination soon. If so, my...

    5 Personal Tax Moves to Make This Summer

    Yesterday, I discussed 5 mid-year tax moves you should make for your business. Today, we move to...

    5 Business Tax Moves to Make This Summer

    Accountants are so fun. While everyone else is at the pool and dreaming of vacations, we’re here...

    June 15th Tax Deadlines

    Didn’t we just wrap up tax season?  Well, like it or not, another deadline is upon us.

    Roth Rules: When to convert your 401(k) to a Roth IRA.

    I recently received an email from a client who left his job.  He had quite a bit of money in his...

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