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Tax Records: What Can You Toss and What Should You Keep?
Generally, the IRS has three years to audit a tax return, from the later of the due date of the return or the date you file. You can also file an...
Retirement Saving Options for Your Small Business
If you’re looking for a retirement plan for yourself and your employees but worried about the financial commitment and administrative burdens...
Hiring? How to Benefit from the Work Opportunity Tax Credit
If you’re a business owner or manager who is seeking to hire, you should be aware of the details of a valuable tax credit for hiring individuals...
Have You Recently Reviewed Your Life Insurance Needs?
At one time, life insurance played a much larger part in an estate plan than it does now. Why? Families would often use life insurance payouts to...
A Strategy to Raise Your Medical Expense Deduction
With a little planning, you may be able to boost your itemized medical expense deduction when you file your 2024 tax return next year. Only eligible...
Traveling for Business in 2024? What’s Deductible?
If you and your employees will be traveling for business this year, there are many factors to keep in mind. Under the tax law, certain requirements...
How to Secure a Tax Benefit with the QBI Deduction
QBI may sound like the name of a TV quiz show. But it’s actually the acronym for “qualified business income,” which can trigger a tax deduction for...
Tracking Down Donation Substantiation
If you’re like many Americans, your mailbox may have been filling up in recent weeks with letters from your favorite charities acknowledging your...
There May Still Be Time to Lower Your 2023 Tax Bill
If you’re preparing to file your 2023 tax return, you may still be able to lower your tax bill – or increase your refund. If you qualify, you can...
