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Reading Time: < 1 minute After I made my charitable contribution, why did I get a 1099 form? What do I do with it?

Reading Time: < 1 minute Did you know that you can deduct up to $300 of charitable contributions even if you don’t itemize your taxes?

Reading Time: 9 minutes How to Comply with the 401(k) Nondiscrimination Test (While Maximizing Your Own Tax Benefits)

Reading Time: 2 minutes In the past, passing money to your beneficiaries through an IRA was simple.

Reading Time: < 1 minute The IRS sends taxpayers millions and millions of letters for multiple reasons. Many of them are of minor consequence and do not involve an audit.

Reading Time: < 1 minute Election day is behind us peacefully. The markets are reacting positively this morning, but we are keeping an active watch. No clean sweep for either side ...

Reading Time: < 1 minute Let’s say you want to buy a stock but you’re scared it will run up too much before you buy it. Have you heard of a ...

Reading Time: 8 minutes This article will cover the 5 biggest mistakes we see business owners making with investing. We’ll also give you some investing tips directly applicable to business owners; ...