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Explore helpful articles on bookkeeping, taxes, and financial best practices designed to help individuals and businesses make smarter financial decisions.

DISCLAIMER: Any bookkeeping, business or tax article contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor can it be used to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

Tax Breaks for Teachers and Educators

Tax Break for Teachers and Educators The beginning of the new school year is quickly approaching, and …

New job? Don't forget about your 401(K)

New Job? Don’t Forget About Your 401(K) What to do with your 401(k) is one of the …

Got Cash? What to do with a windfall

Got Cash? What to do with a Windfall A cash windfall is any sum of money that …

Roth IRA: Put your child's summer earnings to work Blog Header

Roth IRAs: Put Your Child’s Summer Earnings to Work With plentiful opportunities for teen employment, this year …

Qualified Charitable Distribution from IRAs

Qualified Charitable Distribution from IRAs Consider taking advantage of legislation that allows you to reduce or eliminate …

Making your money work for you with compound interest Compound interest is one of the most fascinating …

Summer Activities That Could Affect Your Tax Situation Although the tax return filing deadline has come and …

Investing for retirement? Here’s 3 tips. When it comes to retirement investing, it can be extremely tempting …

The tax difference between a hobby and a business A hobby is any activity that a person …

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