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December 18, 2014 - In getting ready for tax season, you may be able to help your clients kill two birds with one stone by combining routine portfolio rebalancing with tax loss harvesting. learn more
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December 12, 2014 - While the traditional end-of-year tax tip checklist contains tried and true suggestions, there are a number of additional steps your small business clients need to take in order to get the tax incentives they are qualified for. learn more
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December 12, 2014 - Your commute to and from work can still be a productive hour of your work day. One way to maximize your drive time is by listening to business solutions or industry specific podcasts, webinars, and audiobooks. Many of these are easily accessible and ca... learn more
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November 18, 2014 - For those who make frequent sales calls, it can be hard to be creative, especially if you make dozens of calls per day. Avoid falling into the habit of just explaining who you are and what your company does. Try these other ways to be creative and more... learn more
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November 18, 2014 - If businesses want to see increased sales and customer loyalty throughout the year, it's important that they make customer service a top priority during this busy shopping season. If they do it right, they will be rewarded with loyal customers who will... learn more
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November 18, 2014 - In paying taxes on retirement income, entrepreneurs should consider developing separate pools of assets to draw upon in retirement. By doing so, they may have more control over if, when, and how they pay federal income taxes. learn more
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November 11, 2014 - It's easy for hackers to gather buckets of information by stealing one password. To protect yourself and your business, stay away from commonly used words. Think of a sentence that is easy to memorize and top it off with a couple numbers and symbols. learn more
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November 4, 2014 - This one may be a no brainer, but "being super wealthy" increases your chance of an IRS audit. The IRS sees those with high incomes as opportunities to uncover dollars owed. Also, hiding off-shore accounts invites an audit. Remember, it's not illegal t... learn more
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October 30, 2014 - There are many ways you can increase your client base. Start by asking for referrals from existing clients. Their friends and family may be looking for a CPA just like you! learn more
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October 30, 2014 - These states impose the lowest taxes on retirees. All of them exempt Social Security benefits from state taxes. Most of them exempt at least a portion of other retirement income, such as pensions and withdrawals from tax-deferred retirement plans. learn more
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