IRS Extends Time to Make Portability Election
Portability is often an effective, go-to estate planning strategy that could make a considerable difference for…
May 7 Deadline for Big Businesses
The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus…
Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust…
Uncertain Future for CA Estate Tax
California is currently among 30 states that do not impose a state estate tax. State legislature,…
Generating Interest with Intrafamily Loans
Lending money to family members may be personal, but it pays to treat loans like business.…
Year-End Tax Planning for Individuals
We recognize the impact this unimaginable year has had on all of us. There have been ...
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Retirement Plan Options for Self-Employed Business Owners
Owning your own business gives you a great deal of freedom to make your own choices. ...
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5 New Updates on Economic Impact Payments
New information continues to unfold as Congress provides clarity on several aspects of the economic impact ...
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How To Use a CPA as an Expert Witness
A CPA may be called upon as an expert witness to render a professional opinion, whether ...
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10 Ways to Improve Your Cash Flow
Cash flow is king. It is the lifeblood of any business. Often referred to as “working ...
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Tips for a Quicker End to Your Mortgage
If you're serious about paying off your mortgage quickly, realize that every dollar you add to ...
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Can I Claim a Home Office Deduction During COVID?
Many of us have rearranged, redecorated, or reimagined our homes to convert them into office spaces ...
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Annuities: Know the Pros and Cons
Some love annuities, some hate them, but there's no denying that many find them useful, and ...
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Is It Time to Move Off of QuickBooks?
QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your ...
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When is My Capital Gains Rate 0%?
With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains ...
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Tax Considerations for Today’s Mergers & Acquisitions
In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of ...
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SBA Stimulus Funding May Prompt Single Audit
In a rapid emergency response to the global pandemic, the federal government rolled out the Coronavirus ...
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