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Year-End Tax Planning Moves for Small Businesses

October 20, 2020

If you own a business, consider the following strategies to minimize your tax bill for 2020. Net Operating Losses (NOLs)…

Business Vehicle Purchases: What is deductible for 2020?

October 4, 2020

Purchases of new and used business vehicles may qualify for tax breaks under current tax law. If you need a…

What you need and resources for your PPP Loan Forgiveness Application

September 16, 2020

We are heading into the last quarter of 2020, which should come as some relief for everyone.  This whirlwind of…

When It Comes to Trusts, Silence May Be Golden

February 2, 2021

The idea of leaving a significant inheritance to your children or grandchildren may give you pause. Could the promise of…

Tax Implications of Holding Precious Metal Assets in Your IRA

January 6, 2021

Given today’s stock market valuations and historically low-interest rates on fixed-income investments, some IRA owners may be interested in moving…

Taking Distributions From a Traditional IRA

December 2, 2020

Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and…