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Consulting

Are Your Social Security Benefits Taxed?
Consulting | Tax

Are Your Social Security Benefits Taxed?

December 22, 2022January 4, 2023

Social security income is taxed differently than the income you may have earned during your career. Whether you pay income tax on social security depends…

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Installment Sales: Defer Taxes, Attract Buyers
Accounting | Consulting | Tax

Installment Sales: Defer Taxes, Attract Buyers

June 8, 2022June 8, 2022

With escalating prices and the era of COVID-19, Installment sales may be a good way to attract buyers even if they don’t the ability to…

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Buy-Sell Agreements: Exit Strategy for Small Businesses
Accounting | Consulting

Buy-Sell Agreements: Exit Strategy for Small Businesses

May 25, 2022May 25, 2022

As a business owner, you’re often caught up in the daily motion of running your business. It’s easy to let important, but non-urgent aspects of…

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Closing a Business? Here’s What You Need to Know about Taxes
Accounting | Consulting | Tax

Closing a Business? Here’s What You Need to Know about Taxes

May 18, 2022May 18, 2022

If you’ve decided to close a business, it’s important to take care of your Federal tax obligations. Company owners can mistakenly think that because the…

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Avoid the Pitfalls of Multi-Generational Wealth Transfer
Consulting | Trust/Estate Planning

Avoid the Pitfalls of Multi-Generational Wealth Transfer

May 12, 2022December 11, 2022

Passing on wealth to the next generation—also called wealth transfer—is a challenge faced by many families. 70% of Multi-Generational Wealth Transfers Fail According to research,…

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ESOP Tax Benefits: 2022 Contribution Limits and More
Accounting | Consulting

ESOP Tax Benefits: 2022 Contribution Limits and More

April 21, 2022April 21, 2022

What is an ESOP? An Employee Stock Ownership Plan (ESOP) is an employee benefit plan that enables employees to have ownership interest in the company….

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Limited Partnership: Consider It for Your New Business
Accounting | Consulting

Limited Partnership: Consider It for Your New Business

January 20, 2022March 30, 2022

When starting a new business venture, a limited partnership can be a good choice as an entity. You can raise capital to fund the venture…

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How 529 Plans Offer Tax Savings for School Tuition
Consulting | Tax

How 529 Plans Offer Tax Savings for School Tuition

January 13, 2022March 30, 2022

What are 529 plans? Also known as qualified tuition programs, these plans enable prepayment of higher education costs on a tax-favored basis. Types of 529…

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Charitable Donations: Giving to Donor-Advised Funds
Accounting | Consulting | Tax

Charitable Donations: Giving to Donor-Advised Funds

December 2, 2021March 30, 2022

Charitable Deductions This Year, Advisory for Future Years Perhaps you are interested in giving a substantial donation to charity this year. However, you would like…

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Are You Struggling to Handle an All-Cash Cannabis Business? Then Read This.
Cannabis | Consulting

Are You Struggling to Handle an All-Cash Cannabis Business? Then Read This.

October 28, 2021March 30, 2022

Easy to Implement Tips to Set Up a Cashless ATM for Your Cannabis Business In the growing cannabis market, cash is key. Like it or…

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