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tax advice

Beware of Social Media Tax Advice: The Risks and Consequences

In today’s digital age, social media serves as a hub of information on almost every topic imaginable, from cooking recipes to financial advice, including taxes. However, as accessible as these platforms are, they pose a significant risk when used as a source for tax advice.
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Tax Planning

Year-End Individual Tax Planning Opportunities

Year-end is rapidly approaching, as are the holidays. So, before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for your 2025 tax filing. Here are last-minute tax issues you might consider:
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Cash Flow

​Cash Flow vs. Profit: The Hidden Reason Healthy Businesses Struggle

You finally have a year where sales are up and the books show a profit—yet your bank account feels like it missed the memo. Read more about cash flow versus profit.
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Gifts

Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones

The holiday season is a time of giving, and while the joy of gifting is often its own reward, there are ways to make your generosity even more impactful through strategic tax planning.
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Student Loans

Exploring Tax Opportunities to Pay Off Student Loans

Paying off student loans can be a significant challenge for many graduates. However, leveraging tax-advantaged strategies can alleviate some of this burden. In this article, we’ll explore various tax opportunities to help pay off student loans.
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Deduction

A Guide to the Business Pass-Through Deduction

The Section 199A pass-through deduction, also known as the Qualified Business Income (QBI) deduction, offers significant tax savings for eligible business owners. This deduction allows certain individuals to deduct up to 20% of their qualified business income from domestic businesses operated as a sole proprietorship, partnership, S corporation, trust, or estate.
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IRS

IRS Shifts to Paperless Refunds: What This Might Mean for You

In a move set to redefine the refund process, the Internal Revenue Service (IRS), in collaboration with the U.S. Department of Treasury, has announced the gradual phasing out of paper tax refund checks starting September 30, 2025, as mandated by Executive Order 14247.
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Education

Saving for College: The Education Tax Breaks 90% of Parents Miss

The cost of higher education is enough to make any parent’s stomach flip. Tuition, room, board, fees—it adds up fast. But here’s what most families don’t realize: you don’t have to shoulder it all on your own.
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A Smarter Way to Read Your Business’s Health: The Balance Sheet Deep Dive cover

A Smarter Way to Read Your Business’s Health: The Balance Sheet Deep Dive

Starting a business is more than revenue and expenses—it's about knowing what you truly own, what you owe, and what your venture is worth. That’s where a balance sheet comes in: a snapshot that tells the story of your business’s financial condition in a single glance.
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Adoption

How the Adoption Credit Can Ease Your Path to Parenthood

Are you in the process of or thinking about adopting? The tax code includes an adoption credit which is a significant benefit available to taxpayers who adopt a child, providing financial relief for eligible expenses.
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Tax Break for Businesses: 100% Bonus Depreciation is Back cover

Tax Break for Businesses: 100% Bonus Depreciation is Back

The reinstatement of bonus depreciation is a critical component of recent U.S. tax legislation aimed at fostering economic growth.
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child

Who Claims the Kids When Parents Divorce?

Divorce or separation doesn't just lead to emotional and familial upheaval; it also introduces complexities in financial matters, particularly when children are involved.
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New 2025 Overtime Tax Deduction: What Workers Need to Know Under the OBBBA cover

New 2025 Overtime Tax Deduction: What Workers Need to Know Under the OBBBA

The recent passage of the One Big Beautiful Bill Act (OBBBA) marks a significant shift in the tax landscape, bringing with it a range of changes aimed at easing the financial burden on American workers.
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Tax

Is Your Business Overpaying Taxes? 3 Mid-Year Moves That Could Lower Your 2025 Bill

You know that moment in April when you look at your tax bill and think: “We could’ve done something about this... if we’d only planned earlier.” Well, this is earlier.
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Married, Successful, and Overpaying? Tax Planning Strategies for High-Income Dual-Income Households cover

Married, Successful, and Overpaying? Tax Planning Strategies for High-Income Dual-Income Households

You both worked hard. You both climbed your career ladders. And now you’re living in that post-promotion, post-bonus, equity-vesting glow. Until tax season slaps you with a surprise. And suddenly, you’re asking the same question we hear every year: “How are we making this much… and still writing a five-figure check to the IRS?”
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retirement

Retired, Relaxed… and Overpaying Taxes? Here's How to Keep More of Your Money

Retirement used to mean “done with the IRS.” But today? Retirement is less about working—and more about managing withdrawals, timing income, and avoiding expensive tax mistakes.
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