​How to switch payroll providers smoothlyDo you feel trapped in your payroll service and find yourself wondering how to switch payroll providers smoothly? Well, the old answer to that question used to be "you can't." ​​​​​Switching payroll providers used to mean having to manually track down and take all critical information--such ...

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How to minimize taxes on 401(k)'s​Learning how to minimize taxes on 401(k) is an important part of retirement planning. If seniors aren’t careful, they can push themselves into higher tax brackets and end up owing Uncle Sam more money than was really necessary.There’s no way to dodge the ...

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Full service payroll vs in-houseAlways wondered what the big difference is between full service payroll vs in-house is?Well one of the biggest difference is that In-house processing is as easy as DIY. DYI, unless you’re a jack-of-all-trades or an expert, usually isn’t that simple. In full service, all ...

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Estate planning for special needsThe process of​ estate planning for special needs children comes with some unique considerations. And in many cases, special needs dependents will be financially reliant on others for most of their lives.This should be a family-wide conversation. Parents, grandparents, siblings, and even nieces and ...

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How to make payroll profitable [for CPA firms]​Ever wonder how to make payroll profitable? Well if you're the proud owner of a CPA firm, that's probably crossed your mind more than once.  And to be fair, payroll, to many CPA firms is a complementary product that just happens to ...

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How to appeal your property tax billOne of the downsides of being a property owner is the annual ritual of opening your property tax assessment. Unfortunately, you’re never going to open the envelope and be happy with what you see. But if you think you’re legitimately paying too ...

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Understanding the benefits of 401k plansThe benefits of 401k plans are not always clear to the first time savers. Even so, no matter your age, the importance of saving for retirement cannot be understated. Whether you plan to retire when your 65, 70, or older, you need to set ...

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Your small business accounting essentialsAs a business owner, it is important to follow some basic small business accounting essentials to help you succeed. It does not matter whether you are just starting off or you have been operating for a while. The reality is that for many excited business ...

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Roth IRA or Traditional IRA: Do you qualify for both?So often we talk about either Roth IRA or Traditional IRA, but what is an IRA anyway?IRA stands for Individual Retirement Account. And in essence, and IRA is a savings account that allows individuals to contribute pre-tax or post ...

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Why paying off your mortgage faster isn't always the best move​This article will look at the idea of why paying off your mortgage faster isn’t always the best move through the lens of ‘Opportunity Cost.’ Before leaning into paying down any debt as aggressively as possible, it’s worth ...

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Household employer payroll: The ultimate guide for nanny tax and the household employerNanny payroll is quite confusing and especially for the first time household employer.But why do we need to know about nanny payroll?We can all agree that finding time to balance our numerous responsibilities isn't easy.Between work, shuffling ...

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401k or IRA: Picking the plan for your company​Selecting the right retirement plan for your company is tricky business. It’s more complex than just 401k or IRA, there are a lot of moving parts to be aware of and keep track of.Making the right choice is more than looking ...

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