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Tax Tips: March/April 2026
Business reporting burden eased As a result of a provision in the One Big Beautiful Bill Act, an administrative reporting…
Tax-Saving Estate Plan Strategies: Consider a Charitable Remainder Trust
If you’d like to benefit your favorite charities while creating an income stream for yourself or a loved one, consider…
The QPP Deduction: A Major New Tax Break for Manufacturers
For manufacturers planning to build new facilities or expand their existing plants, last year’s One Big Beautiful Bill Act (OBBBA)…
Tax Planning for Investors: Know Your Basis and Holding Period
In theory, when you sell stocks or mutual fund shares, calculating your gain or loss for tax purposes is simple:…