Tax Prep, Planning & Strategy Insights

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As you may know, you can’t keep funds in your traditional IRA indefinitely. You have to start taking withdrawals from a traditional IRA (including…

If you’re thinking about selling stock shares at a loss to offset gains that you’ve realized during 2022, it’s important to watch out for…

Many people have savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them…

Businesses can provide benefits to employees that don’t cost them much or anything at all. However, in some cases, employees may have to pay…

The effects of inflation are all around. You’re probably paying more for gas, food, health care and other expenses than you were last year.…

IRS audit rates are historically low, according to a recent Government Accountability Office (GAO) report , but that’s little consolation…

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