A Smarter Way to Read Your Business’s Health: The Balance Sheet Deep Dive

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Starting a business is more than revenue and expenses—it's about knowing what you truly own, what you owe, and what your venture is worth. That’s where a balance sheet comes in: a snapshot that tells the story of your business’s financial…

Stop Guessing, Start Tagging: How to Make QuickBooks® Online Work Smarter for You

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If you’ve ever wanted to slice and dice your financial data in QuickBooks® Online without changing your chart of accounts or creating new classes or locations, you’re in luck. The Tags feature in QuickBooks® Online offers an intuitive,…

Taxpayers Living Abroad, June 16, 2025, Is an Important Filing Deadline

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Article Highlights:  Americans Living and Working Abroad Extension Requests Report of Foreign Bank and Financial Accounts (FBAR) Statement of Foreign Financial Assets Estimated Tax Payments Estimated Tax Safe Harbors June…

Don’t Get Played by a “Finfluencer”: Why Your Tax Pro Should Be Your First Call

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In an era where financial advice is just a scroll away, many individuals, especially from younger generations, are turning to social media platforms like TikTok, Instagram, and YouTube for guidance on managing their finances. While these platforms…

Navigating the Complexities of Estimated Tax Payments to Avoid Underpayment Penalties

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Article Highlights: The Intricacies of Estimated Safe Harbors Understanding Underestimated Penalties Estimated Safe Harbors Ratable Payments Requirement Uneven Quarters and Computing Penalties Workarounds: Increasing Withholding…

Cash In on Global Wealth: How Working Abroad Can Slash Your Tax Bill and Expand Your Horizons

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Article Highlights: Qualifications Tax Home in a Foreign Country Foreign Earned Income Bona Fide Residence Test Physical Presence Test Foreign Housing Exclusion and Deduction Married Couples Self-Employed Individuals …

Tax Benefits For Parents

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Article Highlights: Child Tax Credit Earned Income Tax Credit Head of Household Filing Status Child Care Education Savings Plans Education Tax Credit Education Loan Interest Child’s Medical Expenses If you are…

How Understanding the ‘Rule of 72’ Helps You Make Personal Finance Decisions

Though everybody wants their money to grow, few people understand the best way to make that happen. It’s all about where you choose to put your money and the rate of growth you’re able to achieve over a period of time. When you’re trying…

3 Reasons Paying Your Bills Early Will Benefit You

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If there’s anything we all learned from 2020, it’s that things can change in a heartbeat and that the unexpected can create real havoc. Though there’s nothing you can do to stop fate’s freight trains from barreling down the tracks, there…

4 Ways to Stop Your Overspending

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If opening your credit card bills, your checkbook, or your wallet are traumatic events, you may have a problem with overspending. It’s nothing to be ashamed of, and you’re certainly not alone, but there’s a good chance that it is keeping…