It’s already midyear, and that means it’s the perfect time to review the audit requirements for your company-sponsored employee benefit plans. One of the most important and complex audits is the annual audit of your 401(k) plan. Here are some general tips and guidelines to help you understand when you’ll need an audit and what to expect during the process.
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Fourth Quarter Tax Planning – It’s How You Finish That Counts
The steps and strategies you take in the fourth quarter of tax season will often make or break financial outcomes for the year. We’ve detailed some very important exercises you should be prepared to execute during “crunch time” and finish strong.
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Know the Tax Effects of Investing in Mutual Funds
Buying and selling mutual funds can be an efficient strategy for diversifying investments and continuing to build personal wealth with relatively minimal risk. But understanding how and why mutual funds are taxed can be complicated.
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Taxes and Marriage: The Second Time Around
Wedding bells bring rejoicing – and financial changes. If you’re marrying for the second time, the changes might seem overwhelming. On the surface, tax and financial planning for a second marriage is similar to that of a first marriage, but there’s more to taxes and marriage the second time around.
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