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How to Avoid Tax Pitfalls when Making Corporate Loans to Shareholders

This article explains how business owners or shareholders thinking of withdrawing funds from their corporation can stay within the tax rules and avoid consequences.

8 Red Flags for IRS Audits

Are you afraid of getting your tax return audited by the IRS? Watch out for these eight red flags that can trigger an IRS audit.

Should Married Couples File Jointly or Separately?

After you get married, there are two ways to file your federal income tax return-married filing jointly or married filing separately. Find out which option is best for you

Estate Planning Isn’t Just for the Wealthy

Did you know Estate Planning is important for all individuals and income levels, not just the wealthy? Find out the ways you can benefit:

Glenn Walz visits J.P. McCaskey Business and Accounting Students

Great article from the J.P. McCaskey Alumni Newsletter-Our founder, Glenn Walz joined J.P. McCaskey accounting and business students to donate a rare set of original class items

Examine 6 Factors to Classify Workers as Employees or Independent Contractors

Business owners, be aware of a new rule that provides six factors to determine if the employment status of a worker should be classified as independent contractor or employee.

Know What to Expect From Taxes in Retirement

Are you saving and planning to set yourself up for a relaxing retirement? Follow this article to find out what you need to know about paying taxes after you retire. Plan now, to protect your nest egg.

Will You Qualify for the Home Sale Gain Exclusion?

Selling your home? Do you understand and meet the requirements for the home sale gain exclusion? Find out if you qualify and if a home office can affect your home sale gain exclusion.

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