resources

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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The Power of Delegating: Improving Practice Efficiency

April 7, 2017

Obviously, performing the duties of a physician is what a physician does best. So why is it that physicians often spend valuable time taking care of financial, recordkeeping or other functions unre..

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