News

Getting Ready for Retirement? Here Are 6 Steps to Take in the Next Decade

The years leading up to retirement are a pivotal time to make thoughtful financial decisions. In the linked Morgan Stanley newsletter, you’ll find six key strategies to help strengthen your retirement plan—from evaluating expenses and income sources to improving tax...

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Could a Roth IRA Conversion Save You Taxes Later?

If you are interested in strategies that may help minimize taxes in retirement, a Roth IRA could be worth considering. While income limits may restrict you from making direct annual Roth IRA contributions, a Roth IRA conversion allows you to...

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Client Notice: Corporate Transparency Act

This notice is to inform you of a federal reporting requirement that will require you to take action. Commencing on January 1, 2024, the federal Corporate Transparency Act, or CTA, will require many domestic and foreign entities with less than...

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Maximizing Personal Tax Deductions: A Comprehensive Guide

Tax season can be a stressful time for many individuals, but it doesn't have to be. By understanding and utilizing personal tax deductions effectively, you can potentially reduce your taxable income and keep more of your hard-earned money in your...

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The Benefits of Outsourcing Your Accounting: Maximizing Efficiency and Profits

Running a successful business requires wearing many hats, but handling your accounting doesn’t have to be one of them. Outsourcing your accounting needs to a professional firm can offer numerous advantages, from improving efficiency to enhancing financial transparency. In this article, we’ll...

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Navigating the Future: Your Guide to Financial Planning for Retirement

Retirement is a dream for many, a time to relax and enjoy the fruits of your labor. But achieving a comfortable retirement requires careful financial planning. In this comprehensive guide, we’ll explore the importance of financial planning for retirement, key strategies to secure your...

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Demystifying Small Business Accounting: A Comprehensive Guide

Starting and running a small business is an exciting endeavor, but it comes with its share of financial responsibilities. One of the key aspects of ensuring your business’s financial health is understanding small business accounting. In this comprehensive guide, we’ll break down the fundamentals of...

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Tax Planning Strategies for Entrepreneurs: Partnering with Kenneth Freed & Company

As an entrepreneur, you know that every penny counts when it comes to running a successful business. One way to maximize your profits and ensure long-term financial health is through effective tax planning strategies for entrepreneurs. With the right strategies in place,...

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