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Outliving Money is Top Retirement Concern According to New AICPA Survey of CPA Financial Planners Americans’ are fearful of outliving their money in retirement and feeling stressed about healthcare costs, … Continue reading
We can help you address the issues that keep you up at night. Where will your business be in five years? Are there some areas where you can improve your … Continue reading
Did you know that the average student loan balance is $24,803? Student debt is taking a heavy toll on borrowers, according to an American Institute of CPA’s survey, which found … Continue reading
Imagine after sending in your annual tax return, you receive a notice from the Internal Revenue Service saying that another return has already been filed using your name and Social … Continue reading
The 2015 elective deferral limit for employees who participate in 401(k), 403(b) and most 457 plans is increased to $18,000. The catch-up contribution limit for employees aged 50 and over … Continue reading
At last. A tax calculator that will give you a clearer picture of the number and types of taxes you pay and their estimated amounts. The Total Tax Insights™ calculator … Continue reading
In early August, I traveled to northern Belize for phase 2 of the financial stewardship and reporting project. I worked one-on-one with five parochial schools and the general manager’s administrative … Continue reading
Governor Bentley recently re-appointed Ron Stokes, CPA, to the Alabama College Counts 529 Plan Board. Stokes was originally appointed to the board by then-Governor Riley through June 2013. Governor Bentley … Continue reading
Americans were once “trust-happy.” Now many are having second thoughts, and rightly so. Given the 2013 tax law, a trust may be more trouble and expense than it’s worth. Worse, … Continue reading
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