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5 business succession options and their tax implications

Mar 20, 2025 | Small Business

Business owners have several options when planning for succession. Here are five to consider, along with the tax implications.

Mar 13, 2025 | Individuals

Not sure if you will itemize deductions in 2024? Here is how to know if you will itemize or take the standard deduction.

Mar 6, 2025 | Individuals

The April 15 tax filing deadline is coming up soon. Find out if you must file a 2024 gift tax return and why you may want to file one anyway.

Feb 27, 2025 | Individuals

The best way to grow your nest egg is to save for retirement today. There’s still time to make an IRA contribution if you are eligible.

Feb 20, 2025 | Small Business

You may have heard about proposals to end taxes on tips. If you’re a business with employees who receive tips, how should you proceed?

Feb 13, 2025 | Individuals

Adopting a child can be expensive. Fortunately, the adoption tax credit may be available for many parents to take advantage of.

An employee stock ownership plan (ESOP) is a type of qualified retirement plan that invests solely or mainly in the stock of the business.

Jan 30, 2025 | Individuals

Planning for the future? You may want to contribute new amounts to your employer’s 401(k) plan or Roth 401(k).

Jan 23, 2025 | Small Business

Having trouble picking the right key performance indicators (KPIs) for your small business? Here’s how to narrow the search.

Jan 16, 2025 | Individuals

There are some tax-savvy ways to build education savings and pay for college. Here’s how to help maximize education funds.

Read something interesting? Want more information? Give us a call, and we will be happy to assist you in any way we can.

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