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Whether they’re handling business or personal finances, a good Certified Public Accountant (CPA) can be worth their weight in gold. Most entrepreneurs don’t start their journey with an in-depth knowledge of how to manage and organize business finances, and almost all of us would welcome expert assistance with our taxes. A good CPA can put
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Workflows exist in every business — including accounting firms. Some are tremendously complex and intertwined, while others are simple and direct. For most firms and their clients, there are workflows, and business processes, that can be improved. In many cases, improving workflows starts with examining the business processes that underlay them. oftentimes, processes are designed
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Nearly 2 million taxpayer households will be impacted by expiring ITINs this year, according to the IRS. Any ITIN, a tax ID number used by taxpayers who don’t qualify to get a Social Security number, with middle digits 83, 84, 85, 86 or 87 will expire at the end of this year. In addition, any
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Senator Elizabeth Warren (D-MA), a 2020 US Presidential hopeful, speaks during the ‘We The People’ Summit at the Warner Theatre April 1, 2019, in Washington, DC. Brendan Smialowski | AFP | Getty Images One Wall Street economist on Monday warned clients about the tax proposals touted by Democratic presidential hopefuls Elizabeth Warren and Bernie Sanders,
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When Texans step into the voting booth on November 5, they’ll have the option to prohibit an individual income tax through a constitutional amendment. The state constitution already includes measures to prevent an income tax, but Proposition 4 creates a more robust barrier by outlawing it altogether. The proposed amendment would read, “The legislature may
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Ken Fisher Crystal Mercedes | CNBC Fidelity has terminated a $500 million relationship with Fisher Investments, bringing the total yanked from the money manager to almost $1.8 billion. Officials at the giant Boston-based asset manager confirmed it would end its relationship with Fisher on Monday, in light of inappropriate comments founder Ken Fisher made at
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Getty Is the double taxation of dual residents fair? The U.S. Supreme Court recently declined to consider two cases brought by Connecticut taxpayers who sold their businesses and had to pay taxes on the sale gains in both Connecticut and New York. That leaves in place a double-taxation scheme that tax experts thought the Supreme
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As a REIT analyst, it’s part of my job to screen for the highest-quality REITs and the widest margin of safety. That’s no easy task, because these days most of the highest quality names are trading at expensive valuation levels. Take Realty Income (O) for example, the dominant net lease REIT that has an A-rated
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Reducing taxable income can help prevent taxpayers from climbing into a higher tax bracket or … [+] triggering the 3.5% Medicare surtax. Your AGI and MAGI also help determine your eligibility for tax credits, retirement contributions and other deductions. Getty For most taxpayers, there isn’t a magic bullet to reduce taxable income to the extent
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MISSOURI H&R Block, Kansas City, hired several vice presidents: Angela Davied, corporate communications, marketing; Angela Melka Geisen, media and channels, marketing; Darren Haddock, Block Advisors, U.S. retail; Laura Klopatek, corporate human resources, human resources; Bill Lanza, retail west market, U.S. retail; Tom Nolan, client experience, marketing; Margaret Ostrowski, financial products and partnerships, marketing; William Self,
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Sunrun installer putting up solar electric panels on a residential rooftop in California. Source: Sunrun Hedge fund Tiger Global Management is making a big bet on continued expansion at San-Francisco-based Sunrun, which has grown into the nation’s largest residential solar company. The fund, headed by Julian Robertson protégé Chase Coleman, has been steadily increasing its
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null Getty “If you don’t know where you’re going, any road will get you there.” So goes the familiar adage that usually starts every company planning session you’ve ever attended. Face it. This is a planning session. The good news, however, is that it’s not about some bland organization. It’s about something you’ll find much
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(Photo by Thomas Eisenhuth/picture alliance via Getty Images) picture alliance via Getty Images Many people are happy to lend money to their loved ones, especially to children and grandchildren. But before stroking the check, review the tax rules. The tax consequences vary greatly depending on the terms of the loan. A small change in the
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