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Browse Our Newsletters

Browse Our Newsletters

September 2021

What’s Inside:

  • Financing Your New Small Business´╗┐
  • RMDs Return for 2021
  • What To Know About 401(k)s
  • Cryptocurrency Basics
  • Employee vs. Independent Contractor: What’s the Difference?

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August 2021

What’s Inside:

  • When’s the Right Time to Collect Social Security?
  • Negotiating Post-Covid Benefits
  • Deduct Mortgage Interest
  • Deduct Business Expenses
  • Clarifying Business Meal Expenses for 2021 and 2022
  • August 2021 Client Profile

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July 2021

What’s Inside:

  • Paying Yourself as a Business Owner
  • Tax Diversification in Retirement Planning
  • Managing Inflation Risk During Your Retirement
  • Control Cash Flow and Costs with Just-In-Time Inventory Management
  • Losses and Your Rental Property
  • Client Profiles

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Browse Our Fliers

Browse Our Firm Overview and Service Area Fliers

Firm Flier

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State and Local Taxes Flier

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Trust and Estate Group Flier

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Family Office Services Flier

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Automobile Dealerships Flier

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Tax Planning Guides

Tax Planning Guides

Our annual tax planning guides help you review annual taxes before year-end, in an effort to discover potential tax-saving and financial planning opportunities.

2020-2021 Tax Planning Guide

 


Tax Deductions

Tax Deductions

Tax Deduction: You might be surprised what you can claim as non-taxable expenses for your business. If you are an entertainer, model, or work in a related field, be sure to open this document.

Tax Deductions for Fashion Models, Entertainers & Related Fields

 


Tax Calendar

2021 Tax Calendar

Tax Calendar

 


Tax Forms Library

Tax Forms Library

View a list of IRS tax forms you may view, print or save to your hard drive.

Tax Forms Library

 


IRS Tax Publications

IRS Tax Publications

View a list of IRS tax publications you may view, print or save to your hard drive.

IRS Tax Publications