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How to Bake a Pie-R-A Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job

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CPA² is a turnkey program that integrates access to wealth management services into your CPA practice. Our model aims to help you strengthen your current client relationships as well as develop new ones. Integrating access to comprehensive wealth management services may empower you to exceed client expectations and position your firm to outpace the competition. For more information, please call us. 


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New Retirement Contribution Limits for 2024

New Retirement Contribution Limits for 2024

A look at the new, record-high retirement contribution limits from the IRS.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

 

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Surprises

Making the most of surprises is a great reason to work with us.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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