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SEP and SIMPLE retirement plan options for your small business

Apr 24, 2025 | Small Business

Small business owners have two retirement plan alternatives with fewer requirements than traditional qualified retirement plans.

Apr 17, 2025 | Individuals

After filing, you may want to discard tax records. But don’t throw away documents you might need in the case of an IRS audit.

Apr 10, 2025 | Individuals

Only certain people can file a tax return with the favorable “head of household” status. Here are the rules.

Apr 3, 2025 | Individuals

The Child Tax Credit is critical for many families. But, many taxpayers will see the credit cut in half in 2026 if Congress doesn’t act.

Mar 20, 2025 | Small Business

Business owners have several options when planning for succession. Here are five to consider, along with the tax implications.

Mar 13, 2025 | Individuals

Not sure if you will itemize deductions in 2024? Here is how to know if you will itemize or take the standard deduction.

Mar 6, 2025 | Individuals

The April 15 tax filing deadline is coming up soon. Find out if you must file a 2024 gift tax return and why you may want to file one anyway.

Feb 27, 2025 | Individuals

The best way to grow your nest egg is to save for retirement today. There’s still time to make an IRA contribution if you are eligible.

Feb 20, 2025 | Small Business

You may have heard about proposals to end taxes on tips. If you’re a business with employees who receive tips, how should you proceed?

Feb 13, 2025 | Individuals

Adopting a child can be expensive. Fortunately, the adoption tax credit may be available for many parents to take advantage of.

Read something interesting? Want more information? Give us a call, and we will be happy to assist you in any way we can.

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