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Tax Planning

  • Tax Planning For the Self-Employed

    • December 27th, 2016
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    Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay your own FICA taxes and take… Read More

  • Am I Having Enough Withheld?

    • September 28th, 2016
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    By: Susan Horne | MST | Tax Advisor Form W-4 helps you determine the proper withholding amount Two factors determine the amount of income tax that your employer withholds from your regular pay: the amount you earn and the information… Read More

  • Estate, Gift, and GST Taxation and Trusts

    • June 27th, 2016
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    HOW ARE TRUSTS TREATED FOR FEDERAL ESTATE, GIFT, AND GST TAX PURPOSES? A trust is created when you (the grantor) transfer property to a trustee for the benefit of a third person (the beneficiary). The act of transferring property to a trust is generally treated no… Read More

  • Top 10 Tax Strategies

    • March 31st, 2016
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    Filing your tax return is a once-a-year event, but there are things you can do throughout the year to help reduce your tax burden and protect your assets. BOOST YOU RETIREMENT SAVINGS One of the best ways to lower your… Read More

  • Taxes: Where We All Stand…Where Do You Stand

    • October 6th, 2015
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    By: Benjamin Dorsey, CPA, CFP®, CDFA™, MST | Director of Ta x Services Each year after September, the IRS releases preliminary data for the previous filing year’s tax returns. The most recent publication reports tax return data for returns processed for tax year 2013 (2014 preliminary data… Read More

  • Fun Tax Facts

    • June 30th, 2015
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    April 15 is our annual “anti-holiday”—the date we love to hate. Many Americans dread that day each year because of the misconception that individual tax returns must be filed by then. Actually, only a rough estimate of what you owe… Read More

  • Who Will Buy Your Business?

    • March 26th, 2015
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    By:  Brian MacMilllan | Managing Director Mergers & Aquisitions Selling a privately held business is complicated. If you are a business owner, understanding the options available to you when selling your business can make a huge difference both in how much you receive from the… Read More

  • Bundling Services: The Best Way To Maximize Value From Financial Professionals

    • March 25th, 2015
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    By:  Benjamin Dorsey,CPA, CFP®, CDFA™, MST | Director of Tax Services Professional financial advisors work with clients on investment, planning, and/or tax strategies. Unfortunately, when financial advisors of different disciplines are not in sync and/or not working with the entire set of goals and information,… Read More

  • Corporate Report Card: Reviewing a 10-K

    • March 9th, 2015
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    By early March, most public companies have to file their 10-Ks. (For those who are unfamiliar with the term, a 10-K is an annual report required by the U.S. Securities and Exchange Commission (SEC) that gives a comprehensive summary of a company’s… Read More

  • IRS Creates “Mega-Sale” on Employer Retirement Plan Taxes

    • February 3rd, 2015
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    By:  Mark Stinson, CPA , CFP ®, MBA | Director of Planning I am putting all my money in taxes—the only thing sure to go up. – Henny Youngman The IRS has proved Henny Youngman wrong—at least in one case. If… Read More