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Dec 28, 2022
Common Retirement Plans For Small Business Owners
Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique...
Dec 15, 2022
The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.
Sep 6, 2022
What Issues Should I Consider When Starting A Business?
What Issues Should I Consider When Starting A Business? First-time entrepreneurs and seasoned business owners alike can benefit
Jun 8, 2022
What issues should I consider with my employer benefits?
What issues should I consider with my employer benefits? Electing benefits can be a daunting task, and it’s difficult to know which benefit
Mar 23, 2022
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities
Mar 14, 2022
Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?
The QBI (Qualified Business Income) deduction rules are complicated. One of the newest planning issues to consider deals with a possible QBI
Mar 8, 2022
Will I have to pay tax on the sale of my investment?
Determining the tax impact of selling an investment can sometimes be complicated. There are several questions...
Feb 2, 2022
What is Tax Planning?
WHAT IS TAX PLANNING?
Tax planning refers to our review of your tax return to identify potential planning opportunities.
Jan 28, 2022
What issues should I consider if I get a promotion or raise at work?
When a client receives a promotion or a raise at work, this event can come with a number of changes that might impact their financial...