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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.

Small Business Financing: Securing a Loan At some point, most small business owners will visit a bank …

What To Know About Reverse Mortgages Home equity represents a significant portion of the average retiree’s wealth. …

Is Your College Student’s Scholarship Taxable? May 1 is the traditional deadline for undergraduate students to commit …

Avoiding a Tax Surprise When Retiring Overseas Are you approaching retirement age and wondering where you can …

Employee Relocation: What Happens to Your Home? Employees and small business owners often have questions about how …

What To Do if You Receive an IRS CP2000 Notice An IRS CP2000 notice is mailed to …

Avoiding a Tax Surprise When Retiring Overseas Are you approaching retirement age and wondering where you can …

Tax Withholding for Seasonal and Part-Time Employees Many businesses hire workers for only part of the year, …

Employee Relocation: What Happens to Your Home? Business owners and employees often have questions about what to …

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