News & Insights
Recent Posts
- Fine-Tune Your Tax Withholding After Filing Your Return
- Cost Segregation Studies Can Reveal Substantial Tax Savings
- Charting the Path Forward: Why Strategic Planning Matters More Than Ever
- The Business Lifecycle Part 2: The Start-Up Stage
- 7 Questions Every Business Owner Should Ask About Their Financial Reporting
- Accountable Plans: A Smarter Way for Nonprofits to Reimburse Expenses
- Tax Mitigation Strategies When Rebalancing Your Investment Portfolio
- Why Business Owners Often Feel “In the Dark” About Financial Performance
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SECURE 2.0 Law May Make You More Secure In Retirement
A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community…
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Year-End Spending Package Tackles Retirement Planning, Conservation Easements
On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important new laws that could affect your financial planning: the Setting…
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2023 Q1 Tax Calendar: Key Deadlines for Businesses and Other Employers
Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may…
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Do You Qualify for the QBI Deduction? And Can You Do Anything by Year-End to Help Qualify?
If you own a business, you may wonder if you’re eligible to take the qualified business income (QBI) deduction. Sometimes this is referred to as the pass-through deduction or the…
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5 Steps to Take Now to Cut your 2022 Tax Liability
It has been quite a year — high inflation, rising interest rates and a bear stock market. While there’s not a lot you can do about any of these financial…