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Traveling for Work? Check the New IRS Per Diem Rates
The IRS has released the updated per diem rates for
Cost Segregation – How it works and when to use
Cost Segregation is one of the big words use by tax gurus and tax strategists to potentially make
Overfunded 529? You can roll up to $35k to a Roth IRA
Thanks to the Secure Act 2.0 passed in 2022, there is another option for the overfunded 529 starting
Keep the magic of the holidays at home, not in your tax return
To close the year 2024, we bring to your attention a case on the news (NYTimes) a mind
Wealth migration: How to prepare for a residence audit
Since the pandemic, there is a higher mobility on the working force and even companies switching headquarters to
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Retirement options for a non working spouse
In many couples, there is one spouse that might not be working at a w2 job or being self-employed. The "non working"
What to know about Qualified Opportunity Zones
The Qualified Opportunity Zones (QOZs) were established at the Federal level in the Tax Cuts and Jobs Act of 2017. Note that
Are you missing any job based retirement benefits from prior jobs?
Effective 2025, the Employee Benefits Security Administration ESBA launched a website Retirement Savings Lost and Found database that allows to search for