Resources

4 Fraud Prevention Tips for Your Business

Fraud. The dreaded word that none of us are comfortable addressing or discussing, especially when it comes to how it may impact you or your business. But just like tax planning, it’s important not to avoid conversations abound fraud. Why? Because several studies and statistics support that businesses may lose approximately 5% of their revenues every year due to fraud. And when fraud is concealed, it may continue for years before being discovered

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How “Bunching” Can Help Minimize Your Taxes

A lot of change has come with the 2017 Tax Reform. As we adjust to the new provisions, we’re constantly learning about ways that we can shift tax planning strategies in the future to benefit and lessen tax burdens. One way to potentially minimize your taxes is with a strategy called “bunching”.

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2018 – 2019 Tax Planning Guide

Although you can’t avoid taxes, you can take steps to minimize them. This requires proactive tax planning – estimating your tax liability, looking for ways to reduce it and taking timely action. To help you identify strategies that might work for you, we’re pleased to present the 2018 – 2019 Tax Planning Guide.

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The Value of a Written Partnership Agreement

Your business partner(s) should balance your strengths and support you through the good times and the bad. They should also be willing to communicate with you freely and often. And while you and your partner may agree about everything now, disagreements and unexpected events are inevitable. That’s why a written partnership agreement is so valuable. Do you and your partner(s) have one?

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5 Tax Reform Clarifications to Prepare for Starting Now

The implications of the 2017 Tax Reform are coming into focus as proposed regulations have recently been issued. To help business owners effectively plan for 2018 taxes, we’ve narrowed down the top five planning tips that you should review and consider over the next few months. These provisions will require business owners to look at year-end tax planning in a whole new light. While the 2018 tax season may seem far away, it will approach quickly. The more you prepare for these changes now, the better.

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Fall 2018 IRS Update

Beware of charity scams during this year’s hurricane season. Criminals often take advantage of people who want to help natural disaster victims. It’s common for scammers to try to collect money and personal information by pretending to be a member of a charity or by creating a fake charity website.

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Why Your Tax Withholding Checkup Is a Must This Year

We all have annual medical, eyesight, and dental checkups. But how many of us take the time to do a tax withholding checkup? As a result of the new tax law changes, it is extremely important to conduct a tax withholding checkup this year. And it’s important to do your checkup sooner rather than later so you can avoid any year-end tax surprises.

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3 Tax-Friendly College Savings Options

With tuition costs rising each year, setting aside funds for college can be daunting. However, there are several tax options that may lessen the financial burden of college. We encourage you to review these plans with your family and your accountant to determine if one of them works for you.

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Working Past Retirement: How to Maximize Your Benefits

Age 65 has traditionally been when most people retire. In recent years, working past your mid-sixties is becoming more and more common. Working past 65 has many benefits, like continued income and employer-sponsored health insurance, but it could impact your Social Security and Medicare entitlements. If you’re planning on working past retirement, here are some helpful ways to plan so that you can make the most of your federally sponsored benefits.

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