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Investment Fee Changes for 2018

Background For 2017 and earlier, you could take an itemized deduction for advisory fees paid ONLY if the fees were separately paid from funds outside of the tax deferred account.  If paid from funds inside the tax deferred account, they never were deductible. For 2018 and forward, investment advisory fees are not deductible at all. Options  For […]

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Now That January Is Over, What’s Next?

Wow!  January sure was a busy time for all accounting firms that do any bookkeeping or payroll services!  The government only gives us 4 short weeks to do 4th quarter payroll reports, W2s, and 1099s…if you have a lot of clients, you have been spending a lot of time burning the midnight oil to get […]

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Checklist and guideline of information needed for your taxes

It’s that time of year again—tax time!  Now is a great time to start gathering your information that is needed to prepare your tax return. Below, is a basic checklist of what items to keep in mind as you start the process of gathering information. This also includes what you may need when you meet with […]

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How can I plan for retirement?

It’s never too early to think about retirement and how to plan for it.  The biggest key is to sit down and ask yourself “where would I like to see myself financially during retirement and what kind of plans do I have?”  Below are a few steps that can help.  Set a goal.  Analyze your […]

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Equifax Data Breach and What You Should Know

On September 7, Equifax Inc. announced they had been hacked and as a result over 143 million Americans could be affected. They waited roughly 2 months to get this information to the public-Strike 1 Equifax. This incident occurred between May-June 2017, at which time the hackers were able to access not only credit card numbers, but social security […]

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