
January 4, 2025
Top 10 IRS Audit Triggers to Watch Out For
While the chances of being audited by the IRS are relatively low for most taxpayers, certain red flags can increase the likelihood of scrutiny.
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January 2, 2025
Stay in the Know: LLC Annual Report Requirements
An annual report for an LLC is a document that must be filed each year (or sometimes every two years) with the state to keep the company in good standing.
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December 28, 2024
A Complete Guide to 529 Plans: The Smart Way to Save for Education (and more!)
Whether you’re saving for your child, grandchild, or even yourself, a 529 plan offers powerful tax advantages and flexibility to help you achieve your education savings goals.
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December 28, 2024
Why It’s Crucial to Keep a Separate Business Bank Account
Maintaining a separate business bank account ensures financial clarity and professionalism while avoiding significant issues that arise from mixing personal and business funds.
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December 23, 2024
Documentation Requirements for Business Use of Vehicles and How to Make It Easy
When businesses use vehicles, keeping detailed records is key to staying compliant with legal, tax, and insurance requirements for smooth operations.
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December 16, 2024
Understanding Estimated Tax Payments
Estimated tax payments are key for those with self-employment, investment, or non-wage income. Know the rules to avoid penalties and stay financially on track.
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December 7, 2024
Choice of Entity: Tax Advantages and Disadvantages of Each Type
In this blog, we’ll explore the most common types of business entities, and provide an overview of the tax advantages and disadvantages associated with each.
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December 7, 2024
Year End Checklist
As the year comes to a close, it’s time to get things in order to help your tax filing process go smoothly. A little preparation now can save you time, stress, and possibly money come tax season.
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December 5, 2024
Understanding Tax Differences in Retirement Accounts
Saving for retirement is essential, and choosing the right retirement account can significantly impact your financial future. One of the most critical factors to consider
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November 24, 2024
The Adoption Tax Credit: A Helping Hand for Growing Families
This credit is designed to offset the various costs associated with adoption, making it more accessible for families to provide loving homes to children in need.
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November 23, 2024
Unlocking the Power of Health Savings Accounts: Tax Benefits and Beyond
HSAs are designed to help individuals with high-deductible health plans (HDHPs) manage their healthcare costs more effectively.
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November 18, 2024
Essential Tax Tips for Self-Employed Individuals
It can be tricky to navigate taxes as a self-employed individual, but with the right strategies, you can stay compliant and maximize your savings.
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