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Investing in Precious Metals Through Your IRA or Brokerage Account

Precious Metals in IRAs: What’s Allowed As concerns about inflation and market volatility continue to shape investor behavior, many individuals are looking beyond traditional equities READ MORE

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Unlocking Wealth Potential: Leveraging Inflation’s Impact on Federal Gift and Estate Tax Breaks

Inflation is generally bad news. But a favorable side effect is more considerable annual inflation adjustments to federal tax breaks. Many federal tax parameters for the READ MORE

Converting a Home to a Rental Property: What are the Tax Implications?

If you’re planning to move out of your current home, you face a tough question: Should you sell your home, or would it be more beneficial READ MORE

12 Ways the SECURE 2.0 Law Helps Individuals and Employees

The Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) was part of the omnibus funding bill signed into law on December 29, READ MORE

Does Your Business Need a Temporary CFO?

Does your company need a chief financial officer but can’t afford to hire one full-time? Or does it simply need someone to help position your READ MORE

Update on Deducting Business Meal and Entertainment Expenses

The federal income tax treatment of business-related meal and entertainment expenses has been a moving target over the last few years. You’re not alone if READ MORE

Can You Swap Life Insurance for Long-Term Care Insurance?

Do you own a life insurance policy that’s no longer essential to your financial goals? You may have purchased a policy long ago when your READ MORE

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