Jan 26, 2024
Federal Tax Changes 2023 And 2024: What You Should Know As we usher in the new year, it is time to review legislative changes that influence the documentation individuals must compile for their income tax returns. While no significant shifts in federal tax policy were...
Jan 27, 2022
This is the time of year when we dream about sailing through the Caribbean or island hopping on a cruise ship. So, what’s stopping us? The tax filing deadline for one. Now that last year is over we are faced with the overwhelming task of gathering information needed...
Nov 25, 2021
Daily money managers frequently work collaboratively with other professionals to help their clients obtain the services they need. Here is a recent example of a DMM-CPA collaboration to help. The Scenario An elder law attorney referred us to her client, a man with a...
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