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Cash Balance Plans – How Business Owners Can Supercharge Savings
According to the U.S Small Business Administration, there are nearly 30.2 million small businesses in the U.S. Unfortunately, only 56 percent offer 401(k) plans and even fewer offer defined benefit ... -
IRA Strategies for Tax Season
Individual retirement accounts play a vital role in the retirement plans of many Americans. In fact, according to the latest figures from the Tax Policy Center, nearly 29 percent of ... -
Retirement Strategies to Address Higher Costs of Living
Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ... -
6 Mistakes to Avoid When Considering Divorce
For couples choosing to go their separate ways, divorce can be draining both emotionally and financially for all parties involved. While it may not make sense to stay in a ... -
Take Advantage of Tax-Loss Harvesting Opportunities in 2020
2020 has been a turbulent year for the markets and our economy. From concerns regarding the economic and social impacts from Covid-19 to fears over the upcoming election, volatility has ... -
Tax Planning Strategies to Consider in the Post-COVID Economy
The economic impacts of COVID-19 continue to reverberate through the economy as more and more workers and businesses struggle with the financial impacts. While many economists expect workers to gradually ... -
Reducing Your Chances of an IRS Audit in 2020
Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15th deadline. More than 196 million tax ... -
5 SMART WAYS TO INVEST YOUR TAX RETURN
The Internal Revenue Service expects more than 155 million tax returns to be filled this year with nearly 112 million taxpayers receiving a refund. That’s right – over 74 percent ... -
New Tax Law May Help New Jersey Businesses Bypass Limits on SALT Tax Deductions
The 2017 Federal Tax Cuts and Jobs Act was met with mixed fanfare. While some businesses and tax payers experienced a reduction in their tax liability, others experienced an ... -
FIVE YEAR-END FINANCIAL MOVES FOR 2019
There is still time to take advantage of last-minute financial planning opportunities before 2019 comes to a close. While you may have to act fast, the following year-end strategies could ...
