Newsletter

Some semi-interesting financial news

Stay up-to-date on relevant business, tax, and financial topics through our on-line newsletter.

March 31, 2023

Correcting Common Financial Mistakes

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March 24, 2023

Plan Your Retirement Savings Goals for 2023

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March 17, 2023

Alternative Ideas to New Year's Resolutions

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January 20, 2023

It's Tax Time! Tips to Get Organized

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March 3, 2023

Taxes and Uncollectible Debt

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February 24, 2023

Social Security Planning Starts Now

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February 17, 2023

2023 Mileage Rates are Here!

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February 10, 2023

Here They Go Again...

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February 3, 2023

Plan Your 2023 Retirement Contributions

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January 27, 2023

5 Year-End Tax Essentials

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January 20, 2023

Consider Donating Appreciated Stock & Mutual Funds

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January 13, 2023

Fund Your Retirement or Your Child's College?

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January 6, 2023

Fork in the Road: Repair or Replace Your Vehicle

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December 30, 2022

Identity Thieves Love Tax Season

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December 23, 2022

Test Your Holiday Song Knowledge!

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December 16, 2022

Year-End Tax Cutting Ideas

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November 7, 2022

You Can't Deduct that Loss

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October 31, 2022

IRS Audit Rates

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October 24, 2022

Understanding Tax Terms: Contemporaneous Records

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October 17, 2022

Taming Monthly Bill Creep

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October 10, 2022

Tips to Protect Your Social Security Number

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October 3, 2022

Under the Hood

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September 26, 2022

New Electric Vehicle and Other Energy Credits

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August 29, 2022

What's New in 2022

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August 22, 2022

Understanding Tax Terms: Pass-through Entities What everyone should know

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August 8, 2022

I'm Being Audited by the IRS!

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August 1, 2022

NON-Retiree Retirement Ideas

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July 25, 2022

A Tax Nightmare on Your Horizon

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July 18, 2022

What's New in 2022

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June 24, 2022

Make Your Child's Summer Break a Tax Break

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July 11, 2022

Money Management Tips for Couples

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July 4, 2022

Hustling for Extra Income

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June 27, 2022

Start Your Tax Planning NOW!

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April 29, 2022

Rent Your Property Tax-Free

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April 22, 2022

Common Tax Increase Surprises

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April 15, 2022

Why is the IRS Sending Me This?!?

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March 18, 2022

Protecting Your Digital Footprint

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March 11, 2022

Great Tips for Your Home-Based Business

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March 4, 2022

I Owe Tax on That?

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February 25, 2022

Easy-to-Overlook Tax Documents

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February 18, 2022

A Time to Organize

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February 11, 2022

IRS to Send Recap of Economic Impact and Child Tax Payments

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February 4, 2022

What? This Form 1099 is Wrong!

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January 7, 2022

2022 Mileage Rates are Here!

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December 28, 2021

Postpone Taxes with a Like-Kind Exchange

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December 17, 2021

15 Year-End Tax Tips

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November 25, 2021

Year-End Tax Planning Ideas For Your Business

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November 22, 2021

The Greatest Theft in America

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November 18, 2021

Employee Tax-Free Income

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November 15, 2021

A Dozen Tax Planning Triggers

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November 11, 2021

Tax Moves to Make Before Year-End

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November 4, 2021

Inflation Spikes Social Security Checks for 2022

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November 1, 2021

Those Pesky Records! What do I need to keep?

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October 28, 2021

The Tweet Worth $2.9 Million!

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October 25, 2021

Tips For Dealing With Common Accounts Payable Problems

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October 21, 2021

Five Tax-Loss Harvesting Tips

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October 14, 2021

This Bank Secret Can Be Yours

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October 11, 2021

IRS Warns of Identity Theft Signs

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October 7, 2021

How to Reduce Your Property Taxes

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October 4, 2021

It's BACK! Inflation is Among Us.

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September 27, 2021

Give Your Business an End-of-Summer Check-up

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September 20, 2021

Protect Your Valuables BEFORE Thieves Arrive

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September 13, 2021

Time to Schedule Your Tax Planning Session

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September 30, 2021

Time for a Checkup

Time for a Checkup

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September 23, 2021

Tax Planning with Mutual Funds

Tax Planning with Mutual Funds

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September 16, 2021

The Tax Impact as Your Children Grow Up

The Tax Impact as Your Children Grow Up

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September 9, 2021

You Owe Us, Not Them!

You Owe Us, Not Them!

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September 2, 2021

The Marriage Penalty: Alive and Well in the Tax Code

The Marriage Penalty: Alive and Well in the Tax Code

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August 26, 2021

Get the Best Bank for Your Buck

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August 19, 2021

I See Where You Go and What You Do

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August 12, 2021

Make the Most of Your Vehicle Expense Deduction

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August 4, 2021

Get Your Child Tax Credit Payments NOW!

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July 23, 2021

Understanding Tax Terms: Installment Sales

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July 9, 2021

Borrowing Money from Your 401(k)

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July 8, 2021

Advance Child Tax Credit Payments Starting NOW! What Everyone Should Know.

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July 19, 2021

Don't Lose Your Refund!

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July 12, 2021

How to Roll with a Continuous 12-Month Forecast

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July 5, 2021

Hire Your Kids for Tax Savings

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June 28, 2021

The Wonderful World of Podcasts

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June 21, 2021

Know This Number!

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June 1, 2021

A Letter from the IRS! What Steps You Should Take:

A Letter from the IRS! What Steps You Should Take:

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May 17, 2021

Adjust to Pandemic Rule Rollbacks

Adjust to Pandemic Rule Rollbacks

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May 20, 2021

What's New in 2021

What's New in 2021

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May 13, 2021

How To Protect Your Kids Online

How To Protect Your Kids Online

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May 10, 2021

Helping Your Fellow Business Owner

Helping Your Fellow Business Owner

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May 8, 2021

The Art of Bill Paying

The Art of Bill Paying

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May 3, 2021

Tax History Trivia

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April 28, 2021

Who Pays What?

Who Pays What?

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April 14, 2021

Major Tax Changes For 2021

Major Tax Changes For 2021

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March 28, 2021

Review Your Social Security Earnings Report

Review Your Social Security Earnings Report

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March 23, 2021

Defending Fair Market Value

Defending Fair Market Value

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March 19, 2021

Tax Return Review Hints

Tax Return Review Hints

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March 17, 2021

Get Your Contractor or Employee Classification Right!

Get Your Contractor or Employee Classification Right!

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March 14, 2021

The New World of Bank Reconciliations

The New World of Bank Reconciliations

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March 9, 2021

Your Turn! New and Classic Board Games

Your Turn! New and Classic Board Games

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March 4, 2021

Answers to Common Tax Questions

Answers to Common Tax Questions

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February 23, 2021

Your Identity is NOT Your Own!

Your Identity is NOT Your Own!

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February 12, 2021

Organized Business Records Save Time and Money

Organized Business Records Save Time and Money

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February 8, 2021

Pandemic-Related Tax Surprises

Be Prepared For These Pandemic-Related Tax Surprises

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February 4, 2021

Make Sure Your Tax Return Doesn't Get Stuck

4 Ways to Make Sure Your Tax Return Doesn't Get Stuck

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Out of an abundance of caution we have closed our office to any in-person meetings.  We continue to work and ask our clients to upload their documents to us and chat over the phone as needed.  We are also accepting documents by drop off or snail mail.  Of course, you can always call us!

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