News & Insights
The Importance of Pre-Death Estate Planning
June 29th, 2023
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By Jen Danko |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Jen Danko Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning. […]
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The Best Way to Survive an IRS Audit is to Prepare
June 28th, 2023
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Audit |
Audit & Assurance |
Tax |
Affordable Housing |
Cannabis |
Construction |
Manufacturing |
Small & Midsize Businesses |
Telecommunications
The IRS recently released its audit statistics for the 2022 fiscal year and fewer taxpayers had their returns examined as compared with prior years. But even though a small percentage […]
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Plan Sponsor Alert: Despite Growth, HSAs Largely Untapped for Retirement Savings
June 23rd, 2023
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Financial & Retirement Planning |
Tax |
Employee Benefit Plans
Healthcare is a major cost in retirement, yet many people don’t plan effectively for it. Fidelity’s annual Retiree Health Care Cost Estimate showed that in 2022, an average retired couple […]
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Virtual Currency Lands in the IRS’s Crosshairs
June 21st, 2023
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Tax |
Affordable Housing |
Cannabis |
Construction |
Employee Benefit Plans |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
While the value of virtual currency continues to fluctuate, the IRS’s interest in it has only increased. In 2021, for example, the agency launched Operation Hidden Treasure to root out […]
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When Can Seniors Deduct Medicare Premiums on their Tax Returns?
June 16th, 2023
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Tax |
Small & Midsize Businesses
If you’re age 65 and older and have basic Medicare insurance, you may need to pay additional premiums to get the level of coverage you want. The premiums can be […]