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Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers
June 24th, 2024
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By Nate Whitson |
High Net Worth |
Wealth Management
When planning for higher education expenses, many families turn to 529 Plans for reliable savings. What is a 529 Plan? It offers families the benefit of tax-free growth on investments, […]
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SECURE 2.0: Which Provisions Went Into Effect in 2024?
June 20th, 2024
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Financial & Retirement Planning |
High Net Worth |
Wealth Management
The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law in December 2022, bringing more than 90 changes to retirement plan and tax laws. Many of […]
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The Benefits of Outsourced Accounting for Expanding Businesses
June 5th, 2024
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By Kevin Kelley |
Accounting & Outsourced Solutions |
Business Accounting Software |
Outsourced Accounting Solutions
A technology startup managed all their bookkeeping, reporting, and other accounting matters with a small team in-house. As their company started to show success, they experienced rapid growth led by […]
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Timelines: 3 Ways Business Owners Should Look at Succession Planning
June 4th, 2024
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Consulting |
Strategic Planning |
Succession Planning |
Wealth Management
Business owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures […]
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Tax Tips When Buying the Assets of a Business
May 23rd, 2024
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Tax
After experiencing a downturn in 2023, merger and acquisition activity in several sectors is rebounding in 2024. If you’re buying a business, you want the best results possible after taxes. […]