The new year is right around the corner, and with that comes changes to retirement plans. Many Americans will welcome the 2022 increase in contribution limits allowing them to contribute…
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With the 2021 tax season right around the corner, now is the time to act on your tax planning strategies. Don’t forget any last-minute contributions or purchases that will benefit…
What if we told you that you could invest in a small business and not pay taxes on the gains? Well, your dream can be a reality, provided you make…
The average taxpayer goes searching for a CPA at tax time and often realizes that there are benefits to hiring a CPA firm throughout the year. CPAs provide valuable time…
If you’re looking for ways to maximize the tax benefits of charitable giving, donor-advised funds might be a great option. Donor-advised funds are accounts that are maintained and operated by…
Gen X has seen a lot of economic swings: the tech bubble, the great recession, and now the global pandemic. Many are caring for their Boomer-generation parents while supporting their…
As tax and financial professionals, we encourage you not to wait until January to make your plans for 2021. There are many opportunities available for financial planning that can positively…
Optimism isn’t a word we hear much lately. Most economic talk on the news is downright terrifying. But we’re here to tell you that things are actually looking up. Did…
How do you feel about investing in an election year? As frequently happens, election season is stirring up a lot of emotions. Some of the things keeping Americans up at…
We all know that women and men have unique needs in life, and that they typically approach problems differently. When it comes to managing finances and planning for the future,…
