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2022 Year End Planning for Businesses

2022 Year End Planning for Businesses

2022 Year End Planning for Businesses   As we wrap up 2022, it’s important to take a closer look at your tax plans and discuss steps that can be taken to reduce taxes. Though there has been a lot of political attention to tax law changes, inflation, and...

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2022 Year End Planning for Individuals

2022 Year End Planning for Individuals

2022 Year End Planning for Individuals This year has brought an unprecedented volatility in interest rates and the stock market. Inflation has everyone scrambling to manage their family budgets and watch every dollar. Now is the time to make decisions to reduce your...

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2021 Year End Planning for Businesses

2021 Year End Planning for Businesses

As we wrap up 2021, it’s important to take a closer look at your tax and financial plans. This year likely brought challenges and disruptions that significantly impacted your personal and financial situations –– a continued global pandemic, several significant natural...

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2021 Year End Planning for Individuals

2021 Year End Planning for Individuals

As we wrap up 2021, it’s important to take a closer look at your tax and financial plans. This year likely brought challenges and disruptions that significantly impacted your personal and financial situation –– a continued global pandemic, several significant natural...

read more
2020 Year End Strategies for Individuals

2020 Year End Strategies for Individuals

2020 has been a most unusual and challenging year. We are looking forward to a brighter, more rewarding, Covid-free time ahead.  We are honored and grateful for the confidence you continue to place in us as we aspire to be your trusted tax advisor. Firm Policy Note:...

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2020 Year End Strategies for Businesses

2020 Year End Strategies for Businesses

As we continue to contend with the pandemic and the economic consequences, the tax function plays a critical role in navigating recovery. Effective tax strategy can preserve cash flow, lower costs, and work in unison with your busines strategy. Please carefully...

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Important PPP Update: Flexibility Act Signed Into Law

Important PPP Update: Flexibility Act Signed Into Law

The PPP Flexibility Act (PPPFA) was signed into law, bringing about several key changes to the Payroll Protection Act (PPP) forgiveness feature. Further guidance is expected from the SBA and the Treasury Department to assist in implementing these changes. The...

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