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Our team member Michael Dancziger has been promoted to manager! Congratulations on your new position!

What If?

What if one day you were driving to work, thinking about how great your family is and how well business is going, when you get hit by another car? Your car is totaled, you can’t think clearly, and then you feel the pain in your legs. On your way to the hospital,...

An All-Weather Portfolio

While everyone can agree that asset allocation is an important part of an investment strategy, not everyone is willing to employ it. Many investors would rather spend the bulk of their time searching for the latest hot investment. Why? Asset allocation can be boring....

It’s Tax Time All Year Round

Here are just five of the tax-smart decisions we can help you make during the year. If handled properly, they might significantly reduce your tax liability: 1. Should you buy or lease vehicles, equipment and buildings? 2. If you’re going to make a major purchase...

Are Your Books Well-Adjusted?

Appropriate adjusting entries turn your books from a simple list of transactions into a far more accurate reflection of how your business is doing. You may think that as long as someone is recording every sale you make and every expense you pay, you’re doing...

Uncle Sam Wants YOU to File

There’s one thing that Uncle Sam is serious about it: Taxpayers must file federal income tax returns when required. The IRS is notoriously tough on no-shows and insists tax returns are filed when due — whether or not full payment can be made with a return....

The Offer in Compromise Rules: How They Work

You may have seen the television ads that promise to settle tax liabilities for “pennies on the dollar.” The process, which involves the IRS Offer in Compromise program, is not as simple as some on TV would like you to think. In fact, it can be quite...