Tax Prep, Planning & Strategy Insights

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With the escalating cost of health care, many people are looking for a more cost-effective way to pay for it. For eligible individuals, a Health…

Many Americans own a vacation home or aspire to purchase one. If you own a second home in a waterfront community, in the mountains or in a resort…

Recent IRS warnings and announcements regarding the Employee Retention Tax Credit (ERTC) have raised some businesses’ concerns about the validity…

Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to their loved ones.…

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided…

Most not-for-profits regard their volunteers as invaluable assets. After all, if it weren’t for your volunteers’ dedication and commitment,…

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