Is It Time to Buy an Electric Vehicle?

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Posted on October 26th, 2022

Record-breaking fuel prices may have you thinking about buying an electric vehicle sooner rather than later. All electric vehicles (EVs) or plug-in electric vehicles (PEVs), […]

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Donor-Advised Funds Combine Charitable Impact with Tax Benefits

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Posted on October 26th, 2022

A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations. Donors who […]

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2023 Contribution Limits Increase

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Posted on October 24th, 2022

The IRS announced cost-of-Living adjustments for contribution limits to IRAs, 401(k)s and other qualified plans for 2023 on October 21. COLAs are indexed for inflation […]

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Inflation Upside?

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Posted on October 4th, 2022

With inflation at a 40-year high, it may feel like doom and gloom.  Markets are down from their January peak, costs have soared especially for […]

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Benefits of the Inflation Reduction Act

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Posted on October 4th, 2022

President Joe Biden signed the Inflation Reduction Act (IRA) into law in August.The bill is a reduced version of the administration’s Build Back Better plan. […]

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The Potential Benefits of Roth IRAs for Children

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Posted on July 1st, 2022

Most teenagers probably aren’t thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a […]

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Secure Act 2.0 Passes in the House

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Posted on April 11th, 2022

Retirement savings legislation is one area lawmakers come together and show bipartisan support. The House passed the Securing a Strong Retirement Act of 2022 by […]

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Splurge or Save? Making the Most of Your Income Tax Refund

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Posted on April 5th, 2022

The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the hands of U.S. consumers.1 For […]

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$1.2T Infrastructure Bill passes while the Build Back Better Act still hangs on the line

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Posted on November 8th, 2021

The Infrastructure Bill passed in the House late Friday, and is expected to go to President Biden to be signed into law. The Infrastructure bill, […]

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Is Your Business Eligible for the Research and Development Tax Credit?

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Posted on October 28th, 2021

Has your business encountered and solved technological challenges in recent years? Maybe you invested in software development, re-engineered manufacturing processes, or performed laboratory testing. If […]

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