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Financial Planning

Secure a Safe Harbor 401(k) Before October 1: Why Q3 Is Your Window of Opportunity

Secure a Safe Harbor 401(k) Before October 1: Why Q3 Is Your Window of Opportunity If you’ve been thinking about offering a 401(k) to your employees — or improving your own retirement savings as a business owner —

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Financial Planning

Smart Retirement Savings for Entrepreneurs

UPDATED FOR 2025 – 2/3/25 4:44 PM Dear Client, When it comes to saving for retirement as a small business owner, you have several options. Here’s a quick guide to help you choose the best plan for your

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Financial Planning

Discover Your Tax Savings!

Dear Client, Many taxpayers find the differences between tax planning and tax preparation confusing. What’s the point of tax planning? Won’t you owe the same amount no matter what? Let’s take a look. Tax Planning Tax planning involves

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Individual Taxes

Is It a Hobby or a Business?

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Individual Taxes

What Your Last Tax Return Can Tell You About Your Finances

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Individual Taxes

Understanding the Impact of Credit Card Debt on Your Tax Return

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Are You Overlooking Crucial Business Metrics?

At the end of the year, you are probably already comparing Revenue, Gross Margin, and Profitability to the prior year and to your business plan. But here are some additional Key Performance Indicators (KPIs) to consider: Customer Acquisition Cost Divide the total amount of

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3 Min Reading

How to Improve Your Business Cash Flow

Here are some tips for improving the cash flow for your business: Accounts receivables: Properly control your accounts receivables and retrieve overdue accounts as quickly as possible. If you are not aggressive with collection, profits are lost. Take

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1 Min Reading

Understanding Your Taxes

Tax rules can be complicated but taking some time to know and use them for your benefit can change how much you end up paying (or getting back). Here are some key tax planning concepts to understand and

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2 Min Reading