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Scott Henvey: May 8, 2025, 12:17:36 PM
Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated investment in a taxable brokerage firm...
2 min read
Maurice La Verdure: May 8, 2025, 12:08:47 PM
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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Scott Henvey: May 8, 2025, 12:03:57 PM
Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment...
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Maurice La Verdure: May 8, 2025, 11:49:33 AM
When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, married filing separately, head of...
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Scott Henvey: May 8, 2025, 11:45:04 AM
For federal income tax purposes, the general rule is that rental real estate losses are passive activity losses (PALs). An individual taxpayer can...
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Maurice La Verdure: Apr 8, 2025, 2:19:11 PM
Some tax sins are much worse than others. An example is failing to pay over federal income and employment taxes that have been withheld from...
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Maurice La Verdure: Apr 8, 2025, 2:11:53 PM
Financial statements can fascinate accountants, investors and lenders. However, for business owners, they may not be real page-turners.
2 min read
Scott Henvey: Apr 8, 2025, 2:06:16 PM
Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow problem. You may want to help by...
2 min read
Maurice La Verdure: Apr 8, 2025, 2:01:39 PM
Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light of recent market volatility.) While such...
3 min read
Scott Henvey: Apr 8, 2025, 1:57:50 PM
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders...
2 min read
Maurice La Verdure: Apr 8, 2025, 1:53:36 PM
There are some nice tax breaks for transportation-related employee fringe benefits. If your employer offers these tax-favored fringes, you should...
1 min read
Scott Henvey: Apr 8, 2025, 1:49:13 PM
Are you starting a business with partners and deciding on the right entity? An S corporation might be the best choice for your new venture.
1 min read
Maurice La Verdure: Mar 10, 2025, 10:55:53 AM
If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a...
