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Selling Your Business? Defer — and Possibly Reduce — Tax with an Installment Sale
You’ve spent years building your company and now are ready to move on to something else, whether launching a new business, taking...
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Practical guidance, timely updates, and strategic thinking from our team— because informed decisions lead to better outcomes.
Latest Articles
Consider All the Tax Consequences Before Making Gifts to Loved Ones
Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable estate, to...
Now’s The Time to Review Your Business Expenses
As we approach the end of the year, it’s a good idea to review your business’s expenses for deductibility. At the same...
529 Plans Offer Two Tax-Advantaged Education Funding Options
Section 529 plans are a popular education-funding tool because of tax and other benefits. Two types are available: 1) prepaid tuition plans,...
Tax-Free Fringe Benefits Help Small Businesses and Their Employees
In today’s tightening job market, to attract and retain the best employees, small businesses need to offer not only competitive pay, but...
Charitable IRA Rollovers May Be Especially Beneficial in 2018
If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA to qualified...
