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July 1, 2024
beach items in the sand with the title Tax Considerations for Summer Activities

Tax Considerations for Summer Activities

Summer is synonymous with fun, but it’s also a good time to keep tax considerations for summer activities in mind – some summer activities might affect […]
May 1, 2024
handwritten note and drawing of Tax Efficiency and post-tax season financial planning

A Guide for Post-Tax Season Financial Planning

Now that tax season has passed and the deadline is behind us, it’s time to shift our focus from filing taxes to optimizing our financial strategies […]
March 28, 2024
Document Shredding

Safeguarding Your Personal Data

In an age where information is both currency and commodity, the safeguarding your personal data has become paramount. While much attention is given to digital security, […]
January 31, 2024
A computer screen showing the IRS website

Prepare for Tax Season

The Internal Revenue Service is helping taxpayers prepare for tax season by encouraging them to explore IRS.gov for guidance, tools, and resources to assist them in […]