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In 2021, more people than ever are considering converting their traditional IRA into a Roth IRA.

Posted November 25, 2021

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Posted November 23, 2021

Photo by Mikhail Nilov from Pexels

Posted November 23, 2021
Tips

While your CPA may seem as if they are a superhero at tax time, that doesn't mean they look forward to having to wade through a complex mess of receipts and other documents. Remember, the harder you make the job of your CPA, the less efficient the entire process will be.

Posted November 17, 2021
IRS Problems

When you go to your mailbox and find you have received an IRS letter or notice, you may be stricken with panic and fear. However, the IRS sends out millions of letters and notices to taxpayers annually due to various reasons and situations.

Posted November 9, 2021
Tax Strategies

If you are a person who has assets of significant value, you want to pass this wealth on to your heirs. To do so while minimizing estate taxes and providing the assets to your heirs tax-free, it is vital you understand tax strategies that work best in these situations.

Posted November 2, 2021
Business Strategies

If like many business owners across the U.S. you relied on a loan from the Paycheck Protection Program to keep your business afloat during the COVID-19 pandemic, you were certainly glad to have this financial assistance.

Posted October 28, 2021

Millions of small business owners and entrepreneurs are living the dream of self-employment. The sense of autonomy and self-sufficiency are compelling factors for many who brave the odds and enter the realm of small business ownership.

 

Posted October 21, 2021
Tax Planning

With tuition rates and fees going up every year, seeing your child graduate with their college degree may sometimes feel like an impossible dream. However, it doesn't have to be like this. In fact, if you start planning early on and explore various options, you may find that paying for your child's education may be easier than you expected.

Posted October 20, 2021
Tax Planning

When the golden years approach, many soon-to-be retirees start looking for better horizons. A higher quality of life often means relocating to a new state. When it comes time for you to retire, you may get the relocation bug, like many other retirees before you.

Posted October 12, 2021