Everything you need to know about 1099s

If your business uses contractors or freelancers, you need to ensure they receive the correct tax forms. Our guide breaks down everything you need to...

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Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

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Mind flex: How trendy is your business? A quiz

See how ‘on trend’ your business is by exploring our short quiz.

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How to embrace disruptive technology in a remote environment

Evolving tech isn’t new, but it can be “disruptive.” Learn how your business can address AI head-on and thrive in a remote environment.

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Mind flex: How cybersecure is your home or business?

What can happen when you click on a link in an email? Find out.

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Life and living: Winter-proof your home: Your cozy season checklist

Winter will be here before you know it. Get prepared with these nine tips.

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7 ways to rev up your business this fall

Fall is a season of change. Embrace it by using these seven tips to boost your business.

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Small business + big data: A winning equation

Data analytics isn’t just for the tech giants; it can help you, too. Discover how.

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Tax considerations for remote work: What you need to know

Remote work has many benefits…and several tax considerations. Here’s what you need to know.

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From the firm: Minding your Ps in business

Discover the four foundational pillars of business that drive efficiency, ensure readiness and streamline operations.

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How to read a financial statement

The world of financial statements can feel confusing and overwhelming. Here's an easy-to-understand breakdown.

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Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

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A piggy bank with a graduation cap next to a jar full of coins and bills on a table.

Converting unused 529 plans to a Roth IRA

In recent financial news, a significant change was introduced to allow for the conversion of unused funds in 529 plans to Roth IRAs.

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Unlocking the benefits of converting your Traditional IRA to a Roth IRA

Retirement planning is a crucial aspect of financial security, and understanding the various retirement accounts available can significantly impact yo...

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From the firm

From the firm: Work hard, play hard: Summer edition

Discover how to balance business success and summer fun.

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