Back to the Resource Gallery Strengthen Your Financial Plan: A 6-Step Checklist Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (800) 880-7800 or fill out the form below and we’ll contact you to discuss...
Back to the Resource Gallery Streamline 1099 Reporting: Tips for a Smooth Filing Season Download our Whitepaper Download our white paper for more information. Let’s Talk! You can call us at (800) 880-7800 or fill out the form below and we’ll contact you to...
Back to the Resource Gallery CTA injunction reinstated: continuing uncertaintyArticle | January 03, 2025The nationwide injunction on the reporting requirements under the Corporate Transparency Act (CTA) has been reinstated, pausing enforcement yet again. This...
Back to the Resource Gallery Avoid underpayment penalties: make a payment by January 15thArticle | January 02, 2025If you’re someone who pays quarterly estimated taxes, there’s a critical deadline approaching: January 15th. By this date, you’ll need...
Back to the Resource Gallery Decoding income definitions: AGI, MAGI, and taxable income explainedArticle | January 02, 2025If you've ever felt a bit lost sorting through terms like gross income, adjusted gross income (AGI), modified adjusted gross income (MAGI), and...
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