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Aug 28, 20203 min read
September 2020 Individual Due Dates
September 1 - 2020 Fall and 2021 Tax Planning Contact this office to schedule a consultation appointment. September 10 - Report Tips to...
Aug 21, 20203 min read
This is What Happens to Your Unpaid Debts If You Pass Away
According to one recent study, consumer debt in the United States was approaching an incredible $14 trillion as of the second quarter of...
Aug 21, 20204 min read
Wealth Transition and Succession Planning: Best Practices for Businesses During COVID-19
Regardless of the type of business you're running, it's safe to say that you've likely already been impacted by the ongoing COVID-19...
Aug 14, 20203 min read
Missing Out on the Earned Income Tax Credit?
Article Highlights: Earned Income Tax Credit Refundable Tax Credit Qualifications Special Rule for Military The EITC is for people who...
Aug 14, 20205 min read
What You Need to Know About Health Savings Accounts
Article Highlights: Medical Savings Account Retirement Account High-Deductible Plan Eligible Individuals Monetary Qualification for an...
Aug 4, 20207 min read
Watch Out for Tax Penalties
Article Highlights: Underpayment of Estimated Tax and Withholding Penalty Required Minimum Distribution Penalty Late Filing Penalty Late...
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