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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.

Tax Breaks for Teachers and Other Educators It’s almost time for the start of the new school …

Verifying Your Identity When Calling the IRS Sometimes, taxpayers must call the IRS about a tax matter. …

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 …

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