Do You Know Your Net Worth?

Do You Know Your Net Worth?

For people who are trying to plan for their financial future, there are countless numbers, data points, and considerations to take into account. But one figure always seems to stand out the most, and that figure is your net worth.

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Estate Planning: Trust Vs. Will

Estate Planning: Trust Vs. Will

Know The Difference: Trust Vs. Will Protecting your assets and ensuring your family is well taken care of is an incredibly important responsibility. You want to ensure that your property and finances are protected and used in the fashion of your choosing once you’re no longer around. For this reason, estate planning is critical. Many

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IRA Tax Traps

IRA Tax Traps

Overlooking something vital may be even more common when it comes to taxes related to your investments, such as an IRA. To help prevent this from happening, here are a handful of common IRA tax traps in particular that you should be sure to avoid.

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What Is A CPA Advisor?

What Is A CPA Advisor?

As you build your business, it will soon become clear (if it hasn’t already) that it’s necessary to bring in help, hiring or outsourcing to people whose expertise is to do things that aren’t your primary skills. So, if you are at that point, you may have considered hiring an accountant or a CPA advisor. But what exactly is a CPA advisor? And how can hiring or contracting one...

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Time Tracking Benefits and Your Workplace

Time Tracking Benefits and Your Workplace

Time is money. This mantra of the business world is a truism beyond any others, and making sure time isn’t wasted is critical to ensuring money isn’t wasted. For companies that bill hourly, having their employees track their time is critical to fair and responsible charging practices. Salaried employees of all businesses should be tracking their time, even if those hours aren’t then used to...

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Millennials’ Impact on Tax Practice

Millennials’ Impact on Tax Practice

With that shift into adulthood, Millennials are also accounting for a larger portion of the base of taxpayers across the United States. Their impact is not just restricted to avocado toast or iPhones. They are now a significant portion of tax clients and tax practices are recognizing the need to adjust to them.

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