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Relevant Issues to current Clientele:

The below articles and synopsis are relevant issues I am facing with my current clientele.  With the uncertainty that the future holds, this allows me to put forward what I consider the most pertinent information to our area and industries.  

Money Matters

3 basic steps to creating a retirement plan

February 27, 2013

A recent survey shows that people who've prepared a personal financial plan are more likely to feel as if they're on track to meet financial goals,...

New Ways to Minimize Income Taxes for Estates, Tru...

March 1, 2013

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BY SCOTT GOLDBERGER AND JOHN ANZIVINO

Will Rogers has been quoted as saying, “The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” Earl...

WSJ-IRS Audits highlighting Employee Misclassifica...

March 14, 2013

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By ANGUS LOTEN And EMILY MALTBY

Internal Revenue Service auditors showed up with little warning at Brian Robinson's staffing firm in Atlanta a year ago, seeking to verify that a doze...

Informative Podcast

July 22, 2013

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Ted Sarenski, CPA/PFS, President, Blue Ocean Strategic Capital, LLC

http://aicpa.typepad.com/files/affordable-care-act-implications-you-need-to-know-now.mp3

IRS Prodded to Allow Taxpayers to Verify Their Tax...

December 5, 2013

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J. Russel George

The report, from the Treasury Inspector General for Tax Administration, pointed out that the IRS Restructuring and Reform Act of 1998 requires the IRS...

5 Reasons to File your Taxes Early

January 2, 2014

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Geoff Williams

f you like to file your taxes early and then chuckle at all the procrastinators who wait until April 15 nears, your day of reckoning is getting close....

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