Hi, . Here are your Articles for April 10, 2026.
Timely Opportunities
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Leaving Your Job? How to Handle Company Stock in Your 401(k) People who leave their jobs are typically advised to roll over their employer-sponsored qualified retirement plan account balances into an IRA. But if an account includes appreciated stock of the individual's former company, placing those shares in a taxable brokerage account could yield a better tax result. We explain why.
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Planning Your Estate
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Master the Fundamentals of Estate Planning Many people realize they should have a well-designed estate plan — and yet they procrastinate. But planning ahead is the key to maximizing the benefits. To understand the strategic basics required to ease the burdens of your survivors and help ensure your wishes are carried out, read this article.
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Human Resources
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Some DOs and DON'Ts of Preventing Age Discrimination Claims "Age is just a number," goes a popular expression. It can also be an issue and major risk factor in the workplace. Although many Baby Boomers have retired, plenty still remain employed. This means your business could be exposed to an age discrimination claim if one of these workers (or anyone 40 or older) believes discrimination took place. This article discusses what to do and what not to do.
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Business Finance
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Does Your Buy-Sell Agreement Need Updating? As a business owner, you're no doubt regularly urged to think carefully before signing on the dotted line.This is indeed good advice but, if you co-own a company, you shouldn't hesitate to sign off on a buy-sell agreement — assuming its mutually agreeable to you and your fellow owners. This article describes how buy-sell agreements work and why they're so important.
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Disclaimer of Liability
1120S, 1065 -- March 15th / Extension Due Date September 15th
1041 -- April 15th / Extension Due Date September 30th
1040, 1120C -- April 15th / Extension Due Date October 15th
**Tax Returns are prepared on a first come, first serve basis. Documentation is expected to be provided at least 1 month prior to the extension deadline. If received less than 1 month prior to the extension deadline rush fees may be applied to the invoice**
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.
1041 -- April 15th / Extension Due Date September 30th
1040, 1120C -- April 15th / Extension Due Date October 15th
**Tax Returns are prepared on a first come, first serve basis. Documentation is expected to be provided at least 1 month prior to the extension deadline. If received less than 1 month prior to the extension deadline rush fees may be applied to the invoice**
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.
