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Our team develops specific audit plans for your institution and drafts programs tailored to your needs.

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One-Time Thing: IRA to HSA transfer
Did you know that you can transfer funds directly from your IRA to a Health Savings Account (HSA) without taxes or penalties? Under current law, you’re permitted to make one such “qualified HSA funding distribution” during your lifetime. Typically, if you have...
Check Your Refund — Find out Why the IRS Might Not Send It
It’s that time of year when many people who filed their tax returns in April are checking their mail or bank accounts to see if their refunds have landed....
Selling Your Home? Consider These Tax Implications
Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so buyers may be out in full force in your area....

