Just Married? Here’s Your Tax Checklist for a Smooth Start
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6 Practical Tips for Managing Difficult Tax Clients
6 Practical Tips for Managing Difficult Tax Clients
Tax season can bring out the best—and worst—in your clientele. Stress, deadlines, and complex
The Hidden Cost of Lifestyle Creep: A Tax Planning Risk You Can’t Afford to Ignore
Purpose: Every year, individuals and families experience income growth—raises, bonuses, new business wins. Yet despite higher earnings, many find themselves with little to show for it come tax season. Why? Because lifestyle creep isn’t just a budgeting issue—it’s a...
Key Updates to Form 1099-K
After a few years of delays, the reporting threshold for third party settlement organizations (TPSOs) reported on a Form 1099-K has officially dropped
