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We Have a New QuickBooks Online Certified ProAdvisor
by Jennifer Boots / June 23rd, 2016

Congratulations! We are proud to announce that Valerie Ferry, CPA, our senior tax manager, recently passed all five parts of the QuickBooks Test and is now a QuickBooks Online Certified ProAdvisor.

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The Practicality of Estate Planning
by Jennifer Boots / June 23rd, 2016

You work hard to provide for your family, pay for your child’s college tuition, and ensure your family lives a good life. Wouldn’t you want to make sure that still happens when you’re no longer there? A well-thought-out estate plan can help accomplish that goal. Estate planning seems like a huge undertaking, but it’s quite […]

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Employers: New Overtime Rules
by Jennifer Boots / June 23rd, 2016

The US Department of Labor released its much-anticipated final rule that raises the white collar overtime exemption threshold under the Fair Labor Standards Act (FLSA). The new regulations take effect on December 1, 2016. The revised overtime pay regulation will increase the salary threshold for the overtime exemption from $455 a week ($23,600 annually) to […]

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Maximize Social Security Benefits When You Retire
by Jennifer Boots / June 23rd, 2016

Get the most from Social Security. Younger retirees face a harsh penalty for working part-time. For every $2 earned over $15,720 in 2015, you lose $1 in Social Security benefits (up from $15,480 in 2014). In the year you reach full retirement age, a higher earnings threshold applies. Your benefits will be reduced by $1 for […]

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Long -Term Care Insurance Can Be a Tax Free Perk
by Jennifer Boots / June 23rd, 2016

As the Baby Boom generation continues to age, there is an increasing interest in insurance to pay some of the high costs involved in staying in a long-term care facility. Your family business can provide group coverage for yourself and your employees. If you are interested in long-term care insurance, it can be worthwhile to obtain the […]

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Red Flags That Can Trigger an IRS Audit
by Jennifer Boots / June 23rd, 2016

The possibility of an IRS audit worries many taxpayers. But if you know what the targets are, you have a better chance of avoiding an IRS examination. Of course, there’s no way to guarantee that your tax return won’t be examined since the IRS randomly chooses some returns to audit. So you should always keep meticulous records to […]

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Step-by-Step Accounting Tips for Small Businesses
by admin / July 20th, 2015

Running a small business is no easy task. In addition to managing employees and providing excellent customer service, you have to stay on top of your finances to make sure your business is operating in a profitable way. Many business owners put off handling their accounting matters, hoping that they will somehow take care of […]

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Dependent Care This Summer: What You Should Know
by admin / July 5th, 2014

Summer is in full swing here in Tucson, and for families with dependent children, that means the kids are out of school and on summer vacation. While your kids are probably excited about having time off from the classroom, you may not have the same luxury. Parents still have to work during the summer, which […]

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Is 2014 the Year for Financial Planning?
by admin / June 20th, 2014

Financial planning can help you secure your future and make the most out of your monetary situation. If you have been living paycheck-to-paycheck or feel like you are not reaching your true potential with the money you do have, a CPA can help you find your way toward financial success with the following tips. Developing […]

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How to Choose the Right Financial Planner for Your Needs
by admin / June 5th, 2014

If you can cater your financial planning services to your needs, it will help you get the best results. Use the following tips to figure out which kind of financial planner you need for help with your current financial situation. Ask for Recommendations Start your search for a planner by asking around in your social […]

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