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15
SEP
2021
Are you ambitious enough to open a second location of your business? The idea may have merit, but you’ll need to explore all aspects of it first.

Opening a new location calls for careful planning

Are you ambitious enough to open a second location of your business? The idea may have merit, but you’ll need to explore all aspects of it first.
14
SEP
2021
If you’re selling your principal residence, some or all of the profit may be tax free. It depends on your home sale profit and your income. Here are the basic rules.

Selling a home: Will you owe tax on the profit?

If you’re selling your principal residence, some or all of the profit may be tax free. It depends on your home sale profit and your income. Here are the basic rules.
13
SEP
2021
Before Dec. 31, you may want to make some tax moves to save on 2021 taxes. Here are a few strategies.

Tax breaks to consider during National Small Business Week

Before Dec. 31, you may want to make some tax moves to save on 2021 taxes. Here are a few strategies.
08
SEP
2021
To stay competitive, many businesses need cash to fulfill their strategic objectives. Put yourself in a lender’s mindset before you take out a loan.

Think like a lender before applying for a business loan

To stay competitive, many businesses need cash to fulfill their strategic objectives. Put yourself in a lender’s mindset before you take out a loan.
07
SEP
2021
There have been proposals in Washington to reduce the estate and gift tax exemption amount, as well as make other changes to the estate tax laws. Making tax-free gifts by year end can reduce the size of your taxable estate and may be one way to recognize and address this potential threat.

Planning for year-end gifts with the gift tax annual exclusion

There have been proposals in Washington to reduce the estate and gift tax exemption amount, as well as make other changes to the estate tax laws. Making tax-free gifts by year end can reduce the size of your taxable estate and may be one way to recognize and address this...
07
SEP
2021
If your business is victimized by theft, embezzlement or internal fraud, you may be able to claim a tax deduction for the loss. But there are requirements that must be followed as one U.S. Tax Court decision illustrates.

Claiming a theft loss deduction if your business is the victim of embezzlement

If your business is victimized by theft, embezzlement or internal fraud, you may be able to claim a tax deduction for the loss. But there are requirements that must be followed as one U.S. Tax Court decision illustrates.
01
SEP
2021
Your company’s marketing efforts may feel like a roll of the dice. But if you ask the right questions and apply the right metrics, you can put the odds in your favor.

5 questions to ask about your marketing efforts

Your company’s marketing efforts may feel like a roll of the dice. But if you ask the right questions and apply the right metrics, you can put the odds in your favor.
31
AUG
2021
The rules for deducting personal casualty losses on a tax return have changed through 2025. However, you may still be able to claim a deduction if an event qualifies as a federally declared disaster (and several have this summer).

You can only claim a casualty loss tax deduction in certain situations

The rules for deducting personal casualty losses on a tax return have changed through 2025. However, you may still be able to claim a deduction if an event qualifies as a federally declared disaster (and several have this summer).
30
AUG
2021
If you own or operate a business, you may not know that the IRS has “Audit Techniques Guides” for certain industries and tax issues. IRS examiners use them to prepare for audits and you can read them too. Here’s how.

Want to find out what IRS auditors know about your business industry?

If you own or operate a business, you may not know that the IRS has “Audit Techniques Guides” for certain industries and tax issues. IRS examiners use them to prepare for audits and you can read them too. Here’s how.
25
AUG
2021

Expanding succession planning beyond ownership

Business owners, have you considered creating a succession plan that also accounts for the possible departure of key employees?