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Sold Your Home Last Year or Plan to in 2023? If So, Here’s What You Need to Know
Blog Tax and Financial News

Sold Your Home Last Year or Plan to in 2023? If So, Here’s What You Need to Know

The U.S. housing market has been extremely volatile over the past year. Year-over-year growth rates were at highs of 20.1...
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How Secure 2.0 Will Impact Employers’ Tax Situations
Blog General Business News

How Secure 2.0 Will Impact Employers’ Tax Situations

The Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022, otherwise known as SECURE 2.0, is a piece...
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Multigenerational College Planning with a Family Dynasty 529 Plan
Blog Financial Planning

Multigenerational College Planning with a Family Dynasty 529 Plan

The College Savings 529 plan offers a way for modest-income families to save and invest for college expenses for their...
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7 Steps to Start a Business
Blog Tip of the Month

7 Steps to Start a Business

The idea of starting your own business is inherently romantic, if not exhilarating: You get to run the show, flesh...
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Leveraging the Internet of Behavior (IoB) to Boost Customer Loyalty
Blog What's New in Technology

Leveraging the Internet of Behavior (IoB) to Boost Customer Loyalty

Customer loyalty is critical to any successful business strategy in today's digital age. With emerging technologies such as the internet...
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Increasing Small Business Investments, Relaxing COVID Vaccination Requirements and Generating More Challenges to Abortion Access
Blog Congress at Work

Increasing Small Business Investments, Relaxing COVID Vaccination Requirements and Generating More Challenges to Abortion Access

Investing in Main Street Act of 2023 (HR 400) – Introduced by Rep. Judy Chu (D-CA) on Jan.20, this bill...
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Noteworthy 2023 IRS Inflation Tax Changes and Accounting Considerations for High Inflation
Accounting News Blog

Noteworthy 2023 IRS Inflation Tax Changes and Accounting Considerations for High Inflation

With the world seeing inflation, the Internal Revenue Service (IRS) has issued guidance for tax filers. Based upon an October...
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Key Deadlines and Changes for the 2023 Tax Season
Blog Tax and Financial News

Key Deadlines and Changes for the 2023 Tax Season

Every year, typically right after the new year starts, the IRS formally announces key dates and deadlines for the current...
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Defining an Impaired Asset
Blog General Business News

Defining an Impaired Asset

When it comes to defining an impaired asset, its fair market value is worth less than the original cost of...
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401(k) Options After You Leave an Employer
Blog Financial Planning

401(k) Options After You Leave an Employer

Apart from the spike in inflation, 2023 ended the year with a relatively strong economy, boasting an unemployment rate of...
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