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Overfunded 529? You can roll up to $35k to a Roth IRA
Thanks to the Secure Act 2.0 passed in 2022, there
Charitable donations – Cash vs In kind? Does a pledge count?
Based on numerous reports around three out of four Americans donate to charity on a regular basis. These
Got a tax notice? Review carefully as it might be wrong
Last week, some of our clients and other tax professionals have been sharing with us some of their
Disagreeing with the IRS? Consider the Independent Office of Appeals
In the IRS Tax Tip 2024-47, it presents the option of reaching out to the Independent Office of
Impacted by a Ponzi scheme? You might be able to deduct the loss faster
In early January 2024, the IRS updated the post titled Help for Victims of Ponzi Investment Schemes which
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Are you maximizing your 401k or 403b retirement contributions?
One of the best advice is to contribute to your private retirement as the contribution is a tax deduction (lower taxable income
More Americans are moving to States with lower income taxes like Texas and Florida
As you might be aware, taxpayers are leaving States with double digit State income taxes like California, Hawaii, New Jersey, New York
Received a Syndicated Conservation Easement IRS letter? It is a time-limited settlement offer
In the IRS IR-2024-174, the IRS announced that is mailing out a limited time settlement offer for taxpayers that participated in Syndicated