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Why Your Estate Plan Needs a Stress Test
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Many people wish to set their estate plans in stone once they're created. But a wide variety of circumstances can affect the plan before it's put into action. This article discusses the savvy strategy of stress testing an estate plan to assess its effectiveness under different scenarios.
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10 Common QuickBooks Online Mistakes to Avoid
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QuickBooks Online is a powerful platform, but its flexibility can make it easy to overlook tasks or develop inefficient habits. Stepping back to reassess how you use it can help you spot mistakes and find better ways to manage your books. Here are 10 common missteps that business owners should watch for and how to fix them.
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Make Sales Growth an Organization-Wide Goal
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If your business relies entirely on its sales department for sales growth, it should reconsider its strategy. Employees throughout your organization regularly interact with customers and may have ideas for strengthening relationships and expanding sales. This article suggests training that includes your entire business.
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Can You Deduct Medical Expenses? Here Are the Rules
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It can be difficult to deduct medical expenses on your tax return because of the requirements. First, you must itemize deductions, rather than take the standard deduction. Second, you must exceed the current percentage-of-AGI threshold. Finally, your expenses must qualify as "medical care" under tax law. Here's what you need to know about this tax break.
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation.
Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer.
The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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