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A graphic showing a businessperson protecting a house of blocks with his hands
10.07.24

Advantages of keeping your business separate from its real estate

Articles
Business Owners
Business Tax
Advisory

Does your business require real estate for its operations? Or do you hold property titled under your business’s name? It might be worth reconsidering this strategy. With long-term tax, liability...

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A graphic showing the words Seller-Paid Points below a wooden house on a keychain
10.02.24

Can homeowners deduct seller-paid points as the real estate market improves?

Articles
Families
Advisory

The recent drop in interest rates has created a buzz in the real estate market. Potential homebuyers may now have an opportunity to attain their dreams of purchasing property. “The...

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A pile of pins with 2024 presidential election on them
10.01.24

Taxes take center stage in the 2024 presidential campaign

Articles
Business Tax
Individual Tax & Planning

Early voting for the 2024 election has already kicked off in some states, but voters are still seeking additional information on the candidates’ platforms, including their tax proposals. The details...

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2 business people reviewing documents and quarterly graphs
10.01.24

Hot Topic Webinar: Quarterly Economic Update

Event
Webinar
Wealth Management

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for...

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100-dollar bills with a stethoscope on it
09.27.24
Ross Gobel

The Role of Health in Retirement Planning: Preparing for Medical Expenses

Blog
Healthcare
Retirement 401k

Sources: https://www.ml.com/articles/healthcare-in-retirement.html https://hvsfinancial.com/2022/10/17/medicare-and-social-security-colas-putting-the-2023-numbers-into-context/ The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the...

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A graphic showing the words Enterprise Architecture vs. Agile
09.25.24

IT strategy showdown: Enterprise architecture vs. Agile

Articles
IT
Business Owners
Technology

Few, if any, companies can operate successfully today without the right information technology (IT) strategy. And as businesses grow, their IT needs and infrastructures become even more complex and costly. This...

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A calculator with Tax Planning shown on the screen
09.24.24

Make year-end tax planning moves before it’s too late!

Articles
Individual Tax & Planning

With the arrival of fall, it’s an ideal time to begin implementing strategies that could reduce your tax burden for both this year and next. One of the first planning...

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A woman looking at her phone that shows a stock chart on a trading app
09.23.24
Jake Thibault, CFP®

ISOs vs. NSOs: Which Are Better?

Blog
Team Members
Individual Tax & Planning
Wealth Management

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information...

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A graphic showing Q4 2024 tax calendar
09.23.24

2024 Q4 tax calendar: Key deadlines for businesses and other employers

Articles
Business Owners
Business Tax

Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2024. Keep in mind that this list isn’t all-inclusive, so there may...

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A graphic showing Fraud spelled out with blocks under a magnifying glass
09.18.24

Businesses must stay on guard against invoice fraud

Articles
Business Owners
Advisory

Fraud is a pernicious problem for companies of all shapes and sizes. One broad type of crime that seems to be thriving as of late is invoice fraud. In the...

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