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Proactive Working Capital Management Is Key
Working Capital Management Is Key Effective working capital management is essential to the success of any business. However, recent data from The Hackett Group, a READ MORE
READ MORE10 Key Breaks for 2023 Federal Returns on Extension
If you filed for an extension on your 2023 federal income tax return, the clock is ticking—October 15, 2024, is the final deadline. While this READ MORE
Midyear Tax Planning Tips for Individual
Summer is the perfect time to take a closer look at your tax planning strategies and explore moves that could lower your 2024 tax bill. READ MORE
A Strategic Approach to Homebuying with a 401(k) Loan and Mortgage Recasting
In today’s competitive real estate market, finding your dream home is exciting, but financing it can be challenging, especially if your funds are tied up READ MORE
Understanding the New Emergency Savings Accounts for Retirement Plans
Beginning in 2024, the SECURE 2.0 Act enables employers to offer non-highly compensated employees the opportunity to contribute to emergency savings accounts linked to their READ MORE
A Dozen Qualified Charitable Distributions Facts
By: Kathleen Bowlby Qualified Charitable Distributions (QCDs) are distributions made directly to a charity from your IRA account. The primary tax benefit is that the READ MORE
Have You Been Granted Stock Options At Work?
By: Tony Wimperis, CPA CONGRATULATIONS! Employer stock options are an excellent reward for hard work and loyal service. A significant benefit to employees is that READ MORE
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