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Year End Stock Strategies for Savvy Investors
As the year draws to a close, taxpayers with substantial stock holdings have a unique opportunity to engage in strategic planning to optimize their tax positions.

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Owe the IRS? How Individuals and Business Owners Can Fix Tax Problems Before They Spiral
Behind on taxes or owe the IRS? Whether you’re an individual or a business owner, learn how to fix tax problems during the IRS furlough and before penalties pile up.

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Video Tips: Unlocking AOTC for Students
Watch this video to learn how a qualified student can independently claim the education credit for their qualified tuition and related expenses.

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Unlock Hidden Savings: Master the American Opportunity Tax Credit with These Essential Strategies
The American Opportunity Tax Credit (AOTC) is a valuable educational credit designed to help students and their families offset the cost of higher education. Maximizing this credit can lead to significant financial benefits when managed strategically. 

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Inflation Into Opportunity: How Smart Businesses Turn Rising Costs Into Margin Gains
Inflation is steady but still squeezing margins. Learn how to use this moment to reprice smarter, strengthen cash flow, and make 2026 your margin expansion year.

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