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Navigating IRS’s New Audit Focus
The Internal Revenue Service (IRS) has recently announced plans to significantly enhance audit rates for wealthy individuals and complex...
1 min read
Navigating Trusts in Estate Planning: Simple vs. Complex
Trusts play a pivotal role in estate planning, allowing individuals to manage and distribute assets according to their wishes. But when...
2 min read
Important Update: QuickBooks Desktop 2021 Sunset and Transition to QuickBooks Online
Dear QuickBooks Desktop Users, You may have heard the news about the sunset of QuickBooks Desktop 2021, but there's more to the story...
1 min read
Newsletter: Tax Credits and Benefits Update
Clean Vehicle Credit: Get Up to $7,500 Tax Credit for Your Electric Vehicle Energy Efficient Home Improvement Credit: Save up to $3,200...
2 min read
Building for the Future: Introducing Custodial Roth IRAs for Children and Teens
One effective wealth building tool to consider is a custodial Roth IRA, offering tax advantages and long-term growth potential. Let's...
2 min read
Important Notice: Protect Yourself Against Tax Scams
The IRS has issued warnings about various tactics used by scammers to steal personal or business information and tax refunds. Here are...
2 min read
