Near-or-far from retirement, this law impacts you. The Secure Act 2.0 builds on earlier legislation that altered the rules regarding how to save and withdraw...
It Begins at Hello – Ep. 191
CWA
July 24, 2024
From the first phone call a client makes to your business to the first time they walk through the doors, how they are welcomed can
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January 20, 2023
Funding limits increase to offer additional savings opportunity With inflation on the rise, the Internal Revenue Service is offering some relief to investors by increasing...
3 MIN READ
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November 25, 2022
IRS issues reminders for taxpayers looking to donate It’s the time of year where you may be feeling led to give back by donating your...
2 MIN READ
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November 18, 2022
Plan ahead with this tool to get the most from these credits The Inflation Reduction Act, signed into law this summer, includes expanded or extended...
3 MIN READ
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October 25, 2022
Implement these tax-saving action items before year-end This year’s volatile market and inflationary pressures have brought increased attention to the 2022 tax filing season. It’s...
4 MIN READ
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October 14, 2022
How to strategically handle losses on your tax return Cryptocurrency has been a more volatile investment than the stock market over the past few years....
3 MIN READ
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September 16, 2022
Meeting the IRS qualifications for ERTC to hold up against an IRS audit Dental practice owners and the financial advisors that support them are always...
4 MIN READ
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August 29, 2022
Meeting the IRS qualifications for ERTC to hold up against an IRS audit Most COVID-19 relief programs have expired, however, the Employee Retention Tax Credit...
5 MIN READ
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August 1, 2022
Know how to take this new 2022 deduction properly Sky high gas prices have drivers feeling the burn this summer as they plan holiday road...
4 MIN READ
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June 27, 2022
KNOW HOW TO TAKE THIS NEW 2022 DEDUCTION PROPERLY Sky high gas prices have drivers feeling the burn this summer as they plan holiday road...
4 MIN READ
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CWA
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June 3, 2022
With inflation going through the roof, employee salaries soaring and other expenses rising fast, dental practices everywhere are feeling the profitability pinch. While raising fees...
4 MIN READ
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