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    • December 5, 2022
    • 8:19 am
    Take Control of Your Legacy: Planning for Generational Wealth Transfer

    The Silent Generation and Baby Boomers are incredibly fortunate generations—and so might be their heirs. Cerulli’s U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021 report predicts these generations will transfer $72.6 trillion…

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    • December 1, 2022
    • 9:16 am
    Intangible assets: How must the costs incurred be capitalized?

    These days, most businesses have some intangible assets. The tax treatment of these assets can be complex. What Makes Intangibles so Complicated? IRS regulations require the capitalization of costs to:…

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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