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Key to Success

Six Keys to Successful Change in the Workplace

Employees generally hate change. Whether it’s a merger or restructuring, or a simple change in the color of the office, studies show both staff members and managers resist. “I am convinced that if the rate of change inside an organization is less than the rate of change outside, the end
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Year End Review

Year-End Tax Planning Moves for Small Businesses

It’s hard to believe 2019 is almost over! It’s been a busy year in many sectors, often forcing small business owners to put tax planning on the back burner while they’ve tended to daily business operations. But procrastinate no longer. Consider the following moves to lower your 2019 business tax
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Helping Hand

New Bankruptcy Relief Coming Soon

Is your small business struggling to make ends meet? Some relief may be on the way for distressed business owners. The Small Business Reorganization Act of 2019 will make it faster and less expensive to benefit from a Chapter 11 bankruptcy. The legislation was signed into law in August, and
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Rental Property

Tax Breaks for Becoming a Landlord

Have you always wanted to buy rental property and become a landlord? As you can imagine, putting up with some tenants can be a pain in the neck. But the discomfort can be eased by the valuable tax breaks available to rental property owners. In fact, favorable tax laws are
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Birthday Cake

Age Has its Privileges … and Penalties

In an era filled with uncertainty, you can count on one thing: time marches on. Here are some important age-related financial and tax milestones to keep in mind for you and your loved ones: Age 0 to 23 Under the Kiddie Tax rules, part of young person’s investment income can
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Hands Holding Key

Why Business Owners Don’t Plan for Succession … and Why it’s Critical

Many business owners procrastinate putting a well-conceived succession plan in place. The reasons are understandable. It can be difficult to plan for your replacement and deal with your mortality. Here are five of the top reasons why business owners don’t have an exit strategy, along with the reasons why it’s
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Tax Planning for Investments Gets More Complicated

For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine whether to buy or sell investments before year end to save taxes. This year, you also need to keep in
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Times Herald Record Readers Choice 1st Place 2019

Voted Best Accounting Firm
in the Region!

Voted Best Tax Preparers
in the Region!

Voted Best Financial Planners
in the Region!

Voted Most Innovative
Work Place!

Voted Best Overall Employer

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