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    • September 9, 2024
    • 1:00 pm
    It’s Time For Your Small Business To Think About Year-End Tax Planning

    With Labor Day in the rearview mirror, it’s time to take proactive steps that may help lower your small business’s taxes for this year and next. The strategy of deferring…

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    • September 5, 2024
    • 8:07 pm
    Estate Planning For Residential Real Estate With a Qualified Personal Residence Trust

    Do you own your principal residence? If so, you’re likely aware that you can benefit from the home’s build-up in equity, realize current tax breaks and pocket a sizable tax-exempt…

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  • “We do so much more than prepare your tax return; we’re here to help you meet your financial goals. The tax return is just a check to see how we did.”

    Judy Hamilton | CPA, MBA