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BusinessEmploymentEstate PlanningFinancial PlanningProperty TaxTax PlanningTax PreparationTax ResolutionUncategorizedWise Living

IRS Issues Draft of New Form W-4

The IRS has published a draft of a radically revised Form W-4, Employee’s Withholding Allowance Certificate. The agency emphasizes this is just a preliminary version, and until further notice, everyone should […]

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Congress Proposes Changing Retirement Law for First Time in a Decade

The Ways and Means Committee of the US House of Representatives has unanimously passed a bill called the SECURE Act.  The act contains some major changes to retirement tax law.  […]

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Capital Gains and Losses: The Tax Basics

A capital gain or loss occurs when an individual or business sell a “capital asset.” A capital gain occurs when the selling price of the asset is higher than the […]

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Should You Make Your Accounts Payable-On-Death?

Payable-on-death accounts are a designated so that, upon the owner’s death, the money remaining in the account passes directly to a named beneficiary. These accounts offer an easy way to […]

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