My wife and I have been actively planning for our kids’ college educations for a while. As for many people, creating a plan to efficiently save enough for our kids’ college careers is a difficult task. We found that creating and maintaining a 529 savings plan can help. In fact, it’s one of the most…
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Our year-end tax planning seminar was last month and thanks to our partners with the Institute for Family Business, the video is now available online. Time is running out to make some decisions for 2016 but many strategies will still be available in 2017. Watch the video to find a few that work for your…
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There are two common ways you may discover you are a victim of the ever-growing identity theft epidemic. When your tax preparer goes to e-file your tax return, it may get rejected with an error message saying another return has already been filed under your SSN, or you receive a notice from the IRS…
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It’s Monday – Back to Business. Did you prepare for your vendor negotiation meeting? Something as simple as a vendor contract or customer terms can significantly impact your profits. If you haven’t mastered this art, consider the following tips before going into a meeting where you need to make a deal: 1. Body Language Be aware of…
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My grandparents have a vacation house along the coast that they rent to friends and acquaintances from time to time. Like many other property owners, they think it’s a great way to generate a little extra income. While this may be true, people often overlook the vacation rental tax rules that are associated with earning…
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What if I told you that one of the most important decisions you’ll make about your new business isn’t about your product, your business plan or even how you plan to make money? One of the most important decisions you’ll ever make is choosing which entity type is right for your new business. There are several…
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