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Essential Tax and Financial Planning Strategies for Boomers and Gen Xers Approaching Retirement
Discover key tax and financial planning strategies for Boomers and Gen Xers nearing retirement. Learn how to maximize contributions, optimize Social Security, manage debt, and plan for healthcare and estate needs.

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How the Work Opportunity Tax Credit Benefits Your Business and Supports Community Growth
The Work Opportunity Tax Credit (WOTC) is a federal tax incentive designed to encourage employers to hire individuals from certain groups who have consistently faced significant barriers to employment.

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Unexpected Windfall or Financial Pitfall? Navigating the Tax and Financial Consequences of Losing Your Job
Losing a job is a significant life event that not only affects your immediate emotional well-being but also has profound tax and financial implications.

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Recession Proof Your Business Against an Economic Downturn
Discover how small- and medium-sized businesses can become recession-proof as consumer spending slows. We’ve got all the information you need here.

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Video Tips: A Quick Look at Back Door Roth IRAs
Watch the video for a brief overview of how Back Door Roth IRAs can help you boost your retirement savings.

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