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    Tax Planning

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

    Pandemic Related Changes for Tax Year 2021
    Pandemic Related Changes for Tax Year 2021
    Build Back Better Update: How Small Businesses Will Likely Be Affected
    Build Back Better Update: How Small Businesses Will Likely Be Affected
    New PPP Forgiveness Portal Simplifies Process
    New PPP Forgiveness Portal Simplifies Process

    A simplified PPP loan forgiveness application process is here.

    Biden's Proposed Tax Changes
    Biden's Proposed Tax Changes

    Wondering what the new administration will do to taxes?  Watch a recent webinar where we share what might be on the horizon for businesses,...

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    All Tax Planning

    Pandemic Related Changes for Tax Year 2021
    Pandemic Related Changes for Tax Year 2021

    The past few years have been a whirlwind of tax law changes in response to the pandemic – both...

    Build Back Better Update: How Small Businesses Will Likely Be Affected
    Build Back Better Update: How Small Businesses Will Likely Be Affected

    As we are in the middle of tax planning, we wanted to make sure you have the latest information...

    New PPP Forgiveness Portal Simplifies Process
    New PPP Forgiveness Portal Simplifies Process

    A simplified PPP loan forgiveness application process is here.

    Biden's Proposed Tax Changes
    Biden's Proposed Tax Changes

    Wondering what the new administration will do to taxes?  Watch a recent webinar where we share...

    Misconceptions and Missed Opportunity: The $250,000 tax credit you may be missing.
    Misconceptions and Missed Opportunity: The $250,000 tax credit you may be missing.

    Qualified small businesses may be eligible to apply up to $1.25 million—or $250,000 each year...

    SECURE Act Likely To Become Law: How it affects your retirement.
    SECURE Act Likely To Become Law: How it affects your retirement.

    After months of sitting in the Senate, the SECURE Act, which we warned back in June could end...

    3 Last Minute Tax Strategies For Small Business
    3 Last Minute Tax Strategies For Small Business

    The end of the year is officially upon us, and that means there are just a few weeks left to ...

    Claiming Casualty Losses After Tax Reform
    Claiming Casualty Losses After Tax Reform

    The southeast coast is no stranger to hurricanes, and this year was no different. Cat-5...

    Tax Benefits of Rental Property
    Tax Benefits of Rental Property

    Over the past few years, we’ve seen a huge uptick in the number of clients renting out their...

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