[Individual] 2024 Year-End Tax Planning: Key Strategies and Updates
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News & Insights
We enjoy sharing our knowledge and new subjects related to tax and business
As we approach the end of 2024, it's time to consider year-end tax planning strategies. While this year hasn't seen significant new tax...
Oct 24
Preparing for 2025 Energy Tax Credit Changes: Manufacturer
The Internal Revenue Service (IRS) will release Revenue Procedure 2024-31 on November 12, 2024 , introducing significant changes to tax...
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Oct 24
Preparing for 2025 Energy Tax Credit Changes: Taxpayers
The Internal Revenue Service (IRS) will release Revenue Procedure 2024-31 on November 12, 2024, introducing significant changes to tax...
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Aug 5
Protect Yourself from Tax Fraud: What You Need to Know
Tax fraud is a growing concern that affects many individuals and businesses each year. Scammers are becoming increasingly sophisticated...
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Aug 4
Unlocking Innovation: The Benefits of the R&D Tax Credit for Businesses in the U.S.
The Research and Development (R&D) Tax Credit offers a significant opportunity for businesses operating in the United States to support...
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Aug 1
Understanding the Differences and Importance of Tax Planning and Tax Filing
In the realm of personal and business finance, tax planning and tax filing are two essential components that, while interconnected, serve...
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Aug 1
Federal Incentives for Electric Cars in 2024: Quick Guide
Federal Incentives for Electric Cars in 2024: Quick Guide Electric vehicles (EVs) are becoming increasingly popular, and the federal...
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Aug 1
Preparing for a Consultation with Your Advisor: A Guide to Maximizing Outcomes
Meeting with your tax advisor is a valuable opportunity to ensure your financial strategies are on track and to uncover new ways to...
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Jan 4
Key State Tax Changes Effective January 1, 2024
With the arrival of 2024, 34 U.S. states are set to implement a range of important tax changes. These changes span various areas,...
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Jan 3
Individual Tax Season Checklist for 2024:
As the tax season approaches, it's time to get organized. Here is a list of documents you should start pulling out for your CPA or tax...
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Nov 5, 2023
Small Business Planning: Q4 2023
As the days shorten and November marks the transition into the year's final quarter, it's an opportune time for businesses to look ahead...
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Nov 5, 2023
The Role of Small Businesses in the U.S.: The Backbone of the Economy
Small businesses are not just part of the American economic landscape; they are its lifeblood, driving progress and prosperity across the...
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Aug 17, 2023
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For the past two decades, we've worked closely with those just starting their businesses as well as those who have already paved their...
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