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After your tax return is filed, you don’t really want to think about it again! But an audit can turn those plans upside down. To really set yourself up for success, you need to work with your tax preparer to ...

Sending out your completed tax return can definitely come with a big sense of relief. There’s nothing quite like knocking off a dreaded item on your to-do list. But it’s important to not rush the process, otherwise your return could ...

Homeowners need to be aware that there’s a significant tax break available to them with the sale of their personal residence. Yet that doesn’t mean you’ll be in the clear to avoid tax on those capital gains altogether. Having a ...

As tax season kicks off, it’s crucial to remain vigilant against the ever-present threat of identity theft. With the abundance of personal and financial information exchanged during this time, opportunistic cybercriminals are poised to exploit any vulnerabilities they can find. ...

Whether you’re a parent, grandparent, or just know someone who’s getting ready to welcome a new baby, there are a few general tax tips that everyone should be aware of. The more you know, the more you can save! Improving ...

Planning a New Year’s Resolution around your finances can be a great way to stay on track for all types of goals. You might be planning ahead for retirement and eager to reach certain milestones. Or maybe you’ve got a ...

Eligibility for Social Security benefits is primarily based on your work history and your age. Typically, these retirement benefits are available to individuals who have contributed to the Social Security system through payroll taxes during their working years, and ...

As a business owner, there may be times throughout the year when you want to show appreciation for your clients. Scheduling a business lunch or dinner together can be a great way to treat them and celebrate your working ...

Depending on your individual financial goals and risk tolerance, municipal bonds can be a great choice for generating tax-free interest income. You just need to know some of the pros and cons to help determine whether it’s worth pursuing. What ...