tax

Recent IRS egulations Simplify Roth IRA Rollovers

April 7, 2017

Roth IRAs are a popular choice for many individuals wanting to enjoy tax-free growth and distributions of their retirement savings. In addition, many 401(k) plan participants create separate design..

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The Benefits of Donating Appreciated Stock

April 7, 2017

Making charitable donations is a high priority for many individuals and families. Doing so enables them to financially support charitable organizations and causes they believe in and may lower thei..

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Do You Know the Secret to a Strong Cash Flow?

April 7, 2017

Money coming in, money going out — that’s what gives life to any business. But effectively managing cash inflows and outflows doesn’t happen without strong intent and conscious pl..

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Net Operating Losses: Losing Money Might Have a Silver Lining

April 7, 2017

It’s probably safe to say that your goal as a business owner is to make, not lose, money. But there are situations in which your company might be able to minimize the impact from business los..

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Who Can — and Who Should — Take the American Opportunity Credit?

March 21, 2017

If you have a child in college, you may be eligible to claim the American Opportunity credit on your 2016 income tax return. If, however, your income is too high, you won’t qualify for the cr..

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