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June 20, 2018

Managing Different Generations in the Workplace

A great organization rests on understanding and managing the diversity of its workforce.  Each generation wants work-life balance, interesting work, good compensation and benefits and a good work environment. READ MORE

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December 2, 2022

What A Difference Six Months Can Make

An alternate valuation date can reduce estate tax liability If you have money invested in the stock market, you’re well aware of potential volatility. Needless to say, this volatility can affect you...

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Beware The Five-Year Rule For Roth IRA Withdrawals

What makes Roth IRAs so appealing? Primarily, it’s the ability to withdraw money from them tax-free. But to enjoy this benefit, there are a few rules you must follow, including the widely misunderst...

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Reflections on HABU: Sean Smith

At the beginning of August, Sean Smith, accounting and auditing manager, braved the Texas heat to attend Engineered Tax Advisory’s Highest and Best Use (HABU) Conference. The conference gathered acc...

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Department of Education Announces Overhaul of Federal Student Loan System

On October 31, the Department of Education announced large-scale changes to the federal student loan system. These changes come as the Biden administration’s broader student loan forgiveness plan is...

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Do You Have an Investment Exit Strategy?

Are you a trader or an investor? The difference is frequently discerned by how closely you monitor the stock market and how quickly you move in and out of investments. Traders are often referred to as...

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Are You Missing Out on the Increased Child Tax Credit?

The American Rescue Plan Act of 2021, also referred to as the COVID-19 Stimulus Package or ARPA, was a $1.9 trillion bill passed by Congress to stimulate the U.S. economy as the country emerges from t...

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When to Hire a Fractional CFO

Every entrepreneur starts their company with their own vision of what the future holds. Maybe you thought you’d just work from a home office, managing every function and loving every minute of it. M...

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Is This an Opportune Time to Convert Your Traditional IRA to a Roth IRA?

If your traditional IRA is invested in stocks and/or mutual funds, the recent substantial downward slide by the stock markets may provide a unique opportunity to convert your traditional IRA to a Roth...

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Health Savings Accounts Fill Multiple Tax Needs

The Health Savings Account (HSA) is one of the most misunderstood and underused benefits in the Internal Revenue Code. Congress created HSAs as a way for individuals with high-deductible health plans ...

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Pump Up Tax Savings With The Fuel Credit

Companies that wish to reduce their tax bills or increase their refunds shouldn’t overlook the fuel tax credit. It’s available for federal tax paid on fuel used for nontaxable purposes. When does ...

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Should You Upgrade Your Homeowners Insurance?

During the first year of the pandemic, many homeowners spent their downtime upgrading their homes. 2020 alone saw a three percent uptick in spending on home improvements – to the tune of nearly $420...

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Tax Break for Commercial Real Estate Investors

COVID-19 impacted the economy dramatically, and commercial real estate was no exception in terms of decreased values. Often, the real property could no longer service the debt used to finance it. This...

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First-Year Bonus Depreciation and Sec. 179 Expensing: Watch Out For The Pitfalls

Many companies are eligible for tax write-offs for certain equipment purchases and building improvements. These write-offs can do wonders for a business’s cash flow, but whether to claim them isn’...

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Understanding Free Cash Flow

Understanding how cash flow is measured and analyzed is an important step for businesses. Business owners should constantly monitor and adjust their operations to increase the chances of becoming and ...

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Best Practices for Avoiding Cash Flow Problems With Your Business: A Guide

If you had to make a list of some of the biggest issues that plague small business owners regularly, cashflow problems would undoubtedly be right at the top. Cash flow is about more than just the mone...

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Home Energy Improvement Credit Is Enhanced

Going all the way back to 2006, except for 2008, the federal tax code has offered a tax credit for making energy-saving improvements to a taxpayer’s home. This credit had expired after 2021 but has ...

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Electric Vehicle Credit Undergoes Major Overhaul

With the recent passage of the Inflation Reduction Act of 2022, the electric vehicle credit has undergone some major changes. Although most of the changes take effect in 2023, to qualify for the curre...

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Mid-Year Tax Planning Checklist

All too often, taxpayers wait until after the close of the tax year to worry about their taxes and miss opportunities that could reduce their tax liability or financially benefit them. Mid-year is the...

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How to Host Awesome Holiday Office Parties

Fall is here and so are many of the holidays we love. Whether it’s Halloween, Thanksgiving, or the December holidays, here are some fail-safe things you can do to make sure everyone shows up and...

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Increase In Deepfake Attacks and How Enterprises Can Prepare

Deepfake technology utilizes machine learning and artificial intelligence (AI) to manipulate or create synthetic audio, video, and images that appear authentic. Deepfakes are commonly featured in ente...

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