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Common Tax Mistakes When Selling a Home

July 28, 2021

With home sales booming throughout much of the country, you may decide that now's the right time to put your abode on the market. If you do put your primary residence up for sale, try to steer clear of the following mistakes.

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Manage Your Business's Unemployment Taxes

July 21, 2021

As a business owner, you’re required to pay three different types of payroll taxes.

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Small Business IRS Audit Mistakes

July 21, 2021

In late 2020, the IRS announced that it will increase tax audits of small businesses by 50 percent in 2021. Here are several mistakes to avoid if you do get audited by Uncle Sam.

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Good Debt Versus Bad Debt

July 14, 2021

How to tell the difference --Not all debt is created equal. Knowing the difference can change the way you look at your spending.

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W&H Team News - Summer '21

By Jordan Kvochick   |  July 12, 2021

This April, our newest Investment Advisor Representative, Matthew Lefelhoc, passed the FINRA Series 65 exam. In June, we sharpened our skills and had some fun at our annual Team Retreat.

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Getting the Most Out of Your QBO Subscription

By Teri Yoder, CPA   |  July 12, 2021

In today’s fast-paced tech world, we have seen an explosion in online accounting software options. The major market share winner has remained with the Intuit giant and QuickBooks Online (QBO). The various subscription levels offered by Intuit &

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2nd Quarter Market Recap


We’re officially halfway through 2021, which has been very positive for stock market returns. The chart below shows the path of the S&P 500 over the last six months.

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3 Reasons to Give Away Appreciated Stock


As the stock market continues to recover, perhaps you’ve seen significant gains in your portfolio, or maybe you invested in a stock that skyrocketed and now your portfolio is out of balance. If you have a heart for non-profits, we have some goo

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Estate Planning for Business Owners

By Jim Hess, CEO, CPA   |  July 12, 2021

We are continuing our series on estate planning, this time focusing on business owners. While there are common elements that anyone would need to have, there are unique documents and planning that need to be considered for different situations.

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Common Misunderstanding of the Advanced Child Tax Credit

By Teri Yoder, CPA   |  July 7, 2021

The American Rescue Plan Act (ARPA) passed in early March of this year, included over $1 trillion in programs to stimulate the US economy after the COVID-19 shut down. Included in the package was a provision to increase the child tax credit and send advanced payments of the credit to families all over the country starting in July of 2021.

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Ideas to Lower Your 2021 Tax Bill

July 2, 2021

Now is the time to begin tax planning for your 2021 return. Here are some ideas:

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