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Policy Changes: Social Security Administration’s New Approach to Overpayments

The Social Security Administration's approach to overpayments is changing, bringing potential changes to your benefits. Explore these policy changes...

Financial Reset: Strategizing for a Prosperous Year Ahead

Set your financial targets for the year with this comprehensive guide that uses the SMART framework. Learn about strategies for debt repayment...

Planning to Downsize? Three Tax Considerations for Retirees

Downsizing in retirement isn't just about reducing living expenses—it can also be a strategic move toward financial security. Understand how your...

Proactive Tax Strategies for High-Earning Taxpayers

The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax...

IRS Cautions Against Companies Misrepresenting Wellness and Nutrition Expenses as Medical Costs

The IRS has issued a warning against companies misrepresenting personal health and wellness expenses as medical expenses. Understand the potential tax...

Year-end Giving Strategies for 2023

Make your year-end giving count! Discover the best strategies for 2023 to maximize your charitable contributions and tax savings in our latest...

Early Retirement Withdrawals: Avoiding the 10% Penalty

Uncover potential circumstances under which you can tap into your retirement savings early without facing hefty penalties. From qualifying plan...

End-of-year Tax Update: IRS News and Strategic Moves for 2023

Stay ahead with our end-of-year tax update for 2023, providing the latest IRS news and strategic moves you need to know. Discover key information to...

Determining Reasonable Compensation for S-Corp Owners

As an owner of an S-Corp, understanding the concept of reasonable compensation is crucial for tax planning and compliance. Learn about the IRS's...

Reducing Your Risk of an IRS Audit

Worried about getting audited by the IRS? Check out the statistics on IRS audits and tips to reduce your risk of being audited...

Eight Essential Money Tips for New Grads

Graduation is exciting, but it also means taking control of your finances. Learn how to manage your money like a pro with these eight tips for new...

Hiring Your Child Can Help You Save Big in Taxes

Hiring your child for your business can lead to significant tax savings by shifting income, reducing taxes, and reducing FICA and FUTA obligations...