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Bridging the Gap

Between industry news and personal experience.

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Year-end Tax Planning for Individuals

As we approach the end of the year, we want you to be aware of specific tax provisions that can help you lower your tax bill and keep more cash in your bank account. Below we have outlined the top four tax planning strategies we are discussing with our individual clients.

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Hardware Retailers: Adjusting to the New Normal

As business owners, we know how to run our business and how to deal with “known unknowns”— those events like hurricanes, tornados or snowstorms whose timing is unpredictable but where the response has been effectively built on years of prior service. With COVID-19, we are dealing with an “unknown unknown” and to navigate these events proactively requires solid planning, strong communication and operational adaptability.

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