Tax Planning 2024
Blog Tax and Financial News

Tax Planning 2024

Personal Income Tax Planning Strategies for Year-End 2024As 2024 draws to a close, it’s the perfect time to review your...
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Common Business Accounting Calculations
Blog General Business News

Common Business Accounting Calculations

No matter the type of business or industry, being able to analyze and deduce patterns is essential to discovering a...
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Pre-Retirement Planning Guide – Finding Purpose In Life
Blog Financial Planning

Pre-Retirement Planning Guide – Finding Purpose In Life

Step 7: Find Your Raison d’EtreWhat do you consider to be your purpose in this world? Few people think about...
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5 New Year’s Financial Resolutions You Can Actually Keep
Blog Tip of the Month

5 New Year’s Financial Resolutions You Can Actually Keep

Yep, it’s the end of another year! Chances are, you didn’t keep every resolution you made last year, for example,...
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Cybersecurity Best Practices for the Holiday Season
Blog What's New in Technology

Cybersecurity Best Practices for the Holiday Season

The holiday season is when most people go on shopping sprees and travel. This season also witnesses a surge in...
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Making Pensions Equitable, Protecting Foster Kids, Mail-in Votes and Tracking Government Spending
Blog Congress at Work

Making Pensions Equitable, Protecting Foster Kids, Mail-in Votes and Tracking Government Spending

All bills not enacted by the end of the 118th congressional session on Jan. 3, 2025, will expire.Social Security Fairness Act of 2023...
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Energy Tax Credit Changes For 2025
Blog Guest Article of the Month

Energy Tax Credit Changes For 2025

The coming shakeup of the executive branch, along with Republican control of both houses of Congress, means tax changes are...
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2025 Projected Tax Brackets
Blog Tax and Financial News

2025 Projected Tax Brackets

According to estimates, inflation adjustments to the internal revenue code are expected to yield increases of 2.8 percent compared to...
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Cash Conversion Cycle (CCC) Defined
Blog General Business News

Cash Conversion Cycle (CCC) Defined

This metric, which is also referred to as the cash cycle or the net operating cycle, looks at the time...
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Pre-Retirement Planning Guide – Legacy Planning
Blog Financial Planning

Pre-Retirement Planning Guide – Legacy Planning

Step 6: Looking to Legacy Planning to Address Future Needs of FamilyHow do you want to be remembered? People often...
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