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Year-End Tax-Saving Strategies for Entrepreneurs and Small Business Owners

Year-End Tax-Saving Strategies for Entrepreneurs and Small Business Owners

If you own a small business (defined by the US Small Business Administration as having fewer than 500 employees), or a microbusiness (one that employs fewer than 10 employees), I’m sure you already know how important it is to keep your expenses...

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Minimize the "Widow's Penalty" Tax with a Roth Conversion

Minimize the "Widow's Penalty" Tax with a Roth Conversion

If you haven’t heard of the so-called “Widow’s Penalty,” it might be because you’re not approaching retirement age yet. If you are getting close to retirement, though, you should pay attention. That’s because a situation inherent in the tax code,...

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Tax Reform and You: What’s New in 2018 (Part 1)

Tax Reform and You: What’s New in 2018 (Part 1)

The Tax Cuts and Jobs Act of 2017 totals 1,097 pages – not exactly light reading for anyone, even a CPA!

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5 Tax To-Dos This Fall

5 Tax To-Dos This Fall

Hard to believe we’re almost to the fourth quarter! Before you know it, tax time will be here again. Now is a great time to reflect on what’s changed for you this year (or on what could change before the end of the year) and start making some moves...

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Timeless Tips on Tax-Wise Investing -- Part I: You and Your Investments

Timeless Tips on Tax-Wise Investing -- Part I: You and Your Investments

While “tax season” may imply that there is an optimal time to think about your income taxes, the best way to minimize your annual “pay-triotic duty” is to engage in year-round tax-wise investing, with ongoing best practices in:

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