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Mar 2, 2023
Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible
Jan 4, 2023
What Issues Should I Consider When Having Or Adopting A Child?
Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in their lives. There are a number of
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 27, 2022
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Planning around Income-Related Monthly Adjustment Amount (“IRMAA”) surcharges have become more important as the Medicare premium increase...
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 29, 2022
What issues should I consider when harvesting capital losses?
What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i
Sep 19, 2022
What Issues Should I Consider As a Business Owner or 1099 Worker?
Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial
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
Aug 10, 2022
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.