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How NOT to Fire Your CPA

Posted in Tax News on February 3, 2013

While we are addressing a CPA here, please feel free to substitute Attorney, Financial Advisor, Etc. We had a former client terminate us recently. They had been a client for over 25 years. Second generation business, a small, local business. …

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The Last (Really BIG) Tax-Free Gift

Posted in Tax News on December 10, 2012

Under current federal estate tax law there is an exclusion up to $5.12 million in 2012. Taxable estates above this amount are taxed at 35%. This exclusion is scheduled to decrease to $1 million beginning in 2013. The tax rate…

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