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Inheriting Stock or Other Assets? You’ll Receive a Favorable “Stepped-up Basis”
July 13th, 2023
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Estate Planning |
Financial & Retirement Planning |
Tax
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How do the rules work? Under the […]
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Utilizing QuickBooks to its Fullest Potential
July 10th, 2023
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Accounting & Outsourced Solutions |
Business Accounting Software
By: Madison Reavis After evaluating different accounting software options, you have chosen Intuit’s QuickBooks Online as the most suitable choice for your small business or nonprofit. The decision was likely […]
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Starting a Business? How Expenses Will Be Treated on Your Tax Return
July 7th, 2023
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Tax
Government officials saw a large increase in the number of new businesses launched during the COVID-19 pandemic. And the U.S. Census Bureau reports that business applications are still increasing slightly […]
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Government Budgeting Process: How to Develop, Maintain, and Strategize for the Future
July 6th, 2023
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By Rod Taylor |
Accounting & Outsourced Solutions |
Consulting
This is the second article in a two-part series on the budgeting process and best practices for local governments. Click HERE to view the first article in the series. […]
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The Importance of Pre-Death Estate Planning
June 29th, 2023
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By Jen Danko |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Wealth Management
By: Jen Danko Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning. […]