News & Insights
Establish a Tax-favored Retirement Plan
March 21st, 2022
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Financial & Retirement Planning |
High Net Worth |
Tax
If your business doesn’t already have a retirement plan, now might be a good time to take the plunge. Current retirement plan rules allow for significant tax-deductible contributions. For example, […]
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Keeping Meticulous Records is the Key to Tax Deductions and Painless IRS Audits
February 16th, 2022
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Tax
If you operate a business, or you’re starting a new one, you know you need to keep records of your income and expenses. Specifically, you should carefully record your expenses […]
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The Ins and Outs of IRAs
February 16th, 2022
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Tax
Traditional IRAs and Roth IRAs have been around for decades, and the rules surrounding them have changed many times. What hasn’t changed is that they can help you save for […]
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New Tax Reporting Requirements for Payment Apps
February 16th, 2022
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Tax
If you run a business and accept payments through third-party networks such as Zelle, Venmo, Square or PayPal, you could be affected by new tax reporting requirements that take effect […]
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Smooth Sailing: Tips to Speed Processing and Avoid Hassles This Tax Season
February 16th, 2022
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Tax
The IRS began accepting 2021 individual tax returns on January 24. However, if you are not an early filer, here are three quick tips to help speed processing and avoid […]