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Are bad business debts a tax deduction?
If you're in business long enough, you'll run into a customer who doesn't pay you. Despite your best efforts, you may conclude that you'll never receive the money.
Keep up with section 179 depreciation changes
Did you know that a recent law made changes to the section 179 expensing election for 2016? These modifications took effect as of January 1. Here's what to consider...
Easy ways to ruin your credit score
Investor Warren Buffet once said, "It takes 20 years to build a reputation and five minutes to ruin it." The same maxim applies to good credit.
Start your midyear planning with these tax savers
As you get ready for midyear tax planning, keep these lesser-known tax breaks in mind. Residential energy credit.Commercial building energy deduction.Straight-line depreciation.
Social Security’s Effect on Retirement
Have you ever put together a jigsaw puzzle? If you're like me, you dump out all of the pieces, turn them so you can see a glimpse of the picture, sort out the edge pieces...
Social Security Representative Payee Program
Another tax season has come and gone, and I learned something new this year!
Investment Update
For the calendar year 2016, the S&P 500 Index is up 1.35%. As you can see from the chart below, which represents the trailing 12 months, the index has rebounded from ...
Investing for Your Retirement and Avoiding Uncle Sam’s Tax Booth Part 1 of a Series
Each investment decision you make comes with some sort of tax impact.A taxable account is perhaps the most common type of investment account.
Last Call for the Social Security “File and Suspend” Strategy
The Social Security claiming strategy, "File and Suspend," will be phased out May 1, 2016, as a result of The Bipartisan Budget Act of 2015.
Estate executors: Add this new task to your to-do list
If you're an estate executor and you're required to file an estate tax return, the IRS has a new form for you: Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent.
March 2016 Market Insight
In our December 2015 end of year market recap, we discussed the fact that the S&P 500 is a market cap weighted index. This means that bigger companies carry a bigger weight in the index...
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