Should I Consider Combining Long-Term Care and Life Insurance?

We have an aging population. It’s not uncommon for people to spend more than a third of their lives in retirement. You work hard and save money so you can enjoy those years and pass something down to your children. But what happens if you get sick for a long period of time? Most health […]

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Collecting Sales Tax in the Wake of Wayfair: What You Need to Know

For years, if your company sold products online, a state could only require you to collect state sales tax if you had a physical nexus (offices, distribution centers, payroll, etc.) in that buyer’s state. The Supreme Court ruled in 1967 and again in 1992 that this physical presence test would apply. For example, if a […]

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Year-End Tax Moves to Consider Before December 31

There are only a few weeks left in 2018, but you still have time to take steps that can put you in a more favorable tax position. Because of the new tax law, many taxpayers aren’t sure about what year-end actions make the most sense. For example, are certain tax incentives that are available in […]

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Why a Levy Should Never (Ever) Be Ignored

In a previous post, we discussed liens, the different types, and what to do if you have a lien against your property. A lien is a legal claim placed on a property that you own or use, such as your home or car. A creditor may file for a lien so they can take possession […]

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5 Things to Know Before You Turn Your Home into a Rental Property

There are a number of reasons to turn a home into a rental property, or investment property, whether it’s your primary residence or a second/vacation home. If you had planned to sell and the housing market is weak, it might make sense to hold onto that property, rent it out to cover the mortgage payment, […]

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Have Foreign Bank Accounts? Know the Rules and Tax Implications or Else

It’s common, and perfectly legal, for Americans to have bank accounts in foreign countries. Many Americans are or were citizens of foreign countries and visit those countries often, while others live abroad full-time. They might have a family, own property and pay bills in another country. Some people just travel frequently to certain destinations and […]

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7 Questions to Ask when Planning Your Exit Strategy

When you mention “exit strategy,” the average business owner hears “cha-ching.” In other words, “my exit strategy is to sell my company for a huge profit.” That may very well be the end result, but it’s not the only exit strategy, and many things need to happen before you get to that point. Here are […]

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8 Common but Preventable Tax Filing Mistakes Made by Individuals

The IRS doesn’t like mistakes. Neither should you. Mistakes translate to a longer processing time for your tax filing. Mistakes could mean a delay in a refund. Even worse, mistakes could result in an audit, which takes time and money to respond to and manage. Depending on the nature of your mistake, you could face […]

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Understanding the Basics of Charitable Giving

There’s a reason why nonprofits devote so much time and energy to end-of-year fundraising campaigns. According to Network for Good, 30 percent of all charitable giving happens during the month of December. In fact, 12 percent of all giving happens in the final three days of the year. While many people are in a giving […]

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Virtual CFO: What It Is and Why You Might Need One

As businesses grow, their financials become more complex. As financials become more complex, it becomes more difficult to measure and manage cash flow, inventory, production costs, payroll and other critical financial information and tasks. This is why many companies grow themselves right out of business. They’re unable to maintain the financial controls and systems required […]

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Professionals and Executives

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Professionals and Executives

Business Owners

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Business Owners

Retired and High Net Worth Individuals

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Retired and High Net Worth Individuals