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Recent Blog Posts
Year-End Tax Planning for Small Businesses to Protect Cash Flow and Maximize Savings
Q4 is your last, best window to lower your tax bill without hurting cash flow. Learn how to update your projections, time income and expenses, recheck state tax obligations, and connect business decisions to your personal and estate planning before the year ends.
What Small Businesses Need to Know About Trump Account Employer Contributions
Trump Accounts are giving small businesses a new way to support employees and their families. Before you offer the benefit, learn how employer contributions work, what the Treasury guidance requires, and how nondiscrimination testing could affect your plan.
What Taxpayers Need to Know About the New IRS Penalty Relief Program
Missed a filing or payment deadline? The IRS just rolled out a new program that can automatically waive certain penalties without you ever having to ask. Find out who qualifies, which penalties are covered, and what to do if a notice still slips through the cracks.
How Deferred Compensation Plans Work and When They Make Sense for Retirement
Already maxing out your 401(k) but want to save more for retirement? Deferred compensation plans offer no contribution limit and real tax advantages, but they come with tradeoffs that make them a smart move for some and a risky one for others.
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