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Don't Be overwhelmed by Taxes! A Straightforward Guide to 2024 Tax Filing

Don’t Be overwhelmed by Taxes! A Straightforward Guide to 2024 Tax Filing

We’re a few short weeks away from the deadline to file taxes and it may seem overwhelming. However, navigating tax time becomes easier with an understanding of payments, withholdings, and quarterly payments, which is critical for avoiding surprises during tax filing. Our latest blog offers a straightforward guide to filing your taxes.

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2024 Taxes Key Deadlines for Individuals & Small Businesses

2024 Taxes: Key Deadlines for Individuals & Small Businesses

Taxes might not be the most thrilling topic, but paying attention to tax deadlines is critical for individuals and small businesses. Waiting until the last minute to sort out your taxes is a recipe for stress-induced chaos. You’ll be scrambling through receipts and staring at spreadsheets, wondering how to comply while the deadline is coming up fast.

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Understanding the Impact of SECURE 2.0 Act on Retirement Planning

Understanding the Impact of SECURE 2.0 Act on Retirement Planning

The SECURE 2.0 Act, signed into law in December 2022, has some pretty awesome changes that can help you stretch your retirement savings further. If you’re considering adjustments to when and how much you want to withdraw, the SECURE 2.0 Act provides amendments to the Required Minimum Distributions (RMDs) and retirement plan contributions.

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