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Need advice about how to grow your business? Ask a psychotherapist!
Reading Time: 3 minutes Need advice about how to grow your business? Ask a psychotherapist! There are all sorts of advice-givers on the subject of how to run a business. Businesses ...
Funniest Business Story
Reading Time: < 1 minute It’s January and I thought I’d send you a lighthearted message to inspire some good will for the year. So here’s my funniest business story.
What do I do with this 1099 for my IRA charitable contribution?
Reading Time: < 1 minute After I made my charitable contribution, why did I get a 1099 form? What do I do with it?
Save Your Donation Receipts for Small Contributions!
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?
How to Comply with the 401(k) Nondiscrimination Test (While Maximizing Your Own Tax Benefits)
Reading Time: 9 minutes How to Comply with the 401(k) Nondiscrimination Test (While Maximizing Your Own Tax Benefits)
The Problem with Your Beneficiaries
Reading Time: 2 minutes In the past, passing money to your beneficiaries through an IRA was simple.
You Got a Letter From the IRS
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.
Post Election Update from Judd Carlton
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 ...