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Exceeding Client Expectations

Most of us have heard variations of tag lines from professional…

Rise and Shine… Are You Ready for Retirement Reform?

On June 14th, the Senate Health, Education, Labor, and Pensions…

Include Digital Assets in Your Estate Plan

Account takeover incidents, which entails the use of personally…

Mileage Rate Increase for 2nd Half of 2022 Announced by IRS

On June 9, 2022, the IRS announced an increase in the optional…

Minimize Tax Issues in 2022 by Scheduling Meetings and Reminders

After a year of significant capital gains and a fluid tax situation…

Word to the Wise – June 2022

In this issue of Word to the Wise, we focus on summer jobs and…

Contractor Newsletter – May/June 2022

The cover story in the May/June edition of Contractor focuses…

VALUATION AND LITIGATION NEWSLETTER – May/June 2022

The cover story of the May/June edition of our Valuation &…

IRS Under Fire for Destroying Approximately 30 Million Paper Records

The IRS may need to hire a PR team to improve their image. As…

Tax Strategies and Capital Gains

Part 2: Stock Portfolio Investments Last week, we noted that…