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Shift income to take advantage of the 0% long-term capital gains rate
Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, consider giving appreciated...
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Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, consider giving appreciated...
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Artificial intelligence (AI) is changing the way businesses operate. Its capacity to gather and process data, as well as to mimic human interactions,...
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As summer gives way to fall, many businesses begin their budget-setting processes for the upcoming year. This annual rite of passage can be...
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As 2025 began, individual taxpayers faced uncertainty with several key provisions of the tax law that were set to expire at the end of the year. That...
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Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such...
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The U.S. Census Bureau reports there were nearly 447,000 new business applications in May of 2025. The bureau measures this by tracking the number of...
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If you’re claiming deductions for business meals or vehicle expenses, expect the IRS to closely review them. In some cases, taxpayers have incomplete...
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When many small to midsize businesses are ready to sponsor a qualified retirement plan, they encounter a common obstacle: complex administrative...
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The future often weighs heavier on the shoulders of family business owners. Their companies aren’t just “going concerns” with operating assets, human...
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Creating a marketing strategy for any company isn’t a “one and done” activity. As you’ve no doubt experienced, the approach you use to connect with...
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Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five of the most common questions...
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If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the...
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When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing separately, head of...