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News & Updates
4 good reasons to turn down an inheritance
Jan 25, 2024
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Tax & Estate Planning
Most people are happy to receive an inheritance. But there may be situations when you might not want ...
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How blockchain could work for construction companies
Jan 24, 2024
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Construction
As cryptocurrency-based investments grow in the public consciousness, blockchain is becoming an increasingly hot topic in many industries. ...
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IRAs: Build a tax-favored retirement nest egg
Jan 24, 2024
|
Tax & Estate Planning
Although traditional IRAs and Roth IRAs have been around for decades, the rules involved have changed many times. ...
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Why uncertainty calls for a more flexible budget
Jan 18, 2024
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Non Profits
Economic, social and political events in 2024 have the potential to negatively influence your not-for-profit’s budget. So if ...
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A power of attorney is a critical component of an effective estate plan
Jan 18, 2024
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Tax & Estate Planning
While much of your estate plan focuses on actions that take place after death, it’s equally important to ...
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There’s a New Threshold for Electronically Filing Information Returns
Jan 16, 2024
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Tax & Estate Planning
Does your business file 10 or more information returns with the IRS? If so, you must now file ...
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Labor shortages: How manufacturers can attract and retain qualified workers
Jan 16, 2024
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Manufacturing
The CFO Survey, a collaboration of Duke University’s Fuqua School of Business and the Federal Reserve Banks of ...
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Answers to your tax season questions
Jan 16, 2024
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Tax & Estate Planning
The IRS announced it will open the 2024 income tax return filing season on January 29. That’s when ...
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Two broad paths to a leadership development program for employers
Jan 12, 2024
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Employer Benefits
Among the biggest mistakes employers can make is assuming their leaders are finished products. Whether a supervisor, middle ...
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Comparing inter vivos and testamentary trusts
Jan 11, 2024
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Tax & Estate Planning
Creating and adhering to an estate plan is no simple task. Generally, the end goal of estate planning ...
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Change order management: Best practices for construction businesses
Jan 9, 2024
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Construction
As you know, change orders are an inherent part of the construction industry. Alterations to the original design, ...
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The kiddie tax could affect your children until they’re young adults
Jan 9, 2024
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Tax & Estate Planning
The so-called “kiddie tax” can cause some of a child’s unearned income to be taxed at the parent’s ...
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