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Publications

Once you're married, you have two options when it comes to filing your annual federal income tax return — married filing jointly or married filing separately. While some couples may find it more tax-efficient to file separately, joint filing often is more advantageous. Read more

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Do you work from home all or part of the time? If you're self-employed and meet certain requirements, you can write off a portion of your home office expenses, even if you perform work at other locations. The deduction may be based on the actual expenses you're able to substantiate — or it may be…

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CFOs and tax leaders share responsibility for the financial stability and continued profitable growth of their businesses — but that doesn’t mean they’re always aligned on the strategic value of the tax function.

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The head of household (HOH) federal tax filing status is often misunderstood by taxpayers who might qualify, including single, divorced or legally separated parents, and taxpayers who support adult family members. However, it's worth exploring, because you could reap substantial savings at tax time.

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Employees, self-employed individuals and employers all pay the Social Security tax, and the bite the Social Security tax takes gets bigger every year. Here's what you should know — and why you should be concerned.

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The qualified business income (QBI) deduction is available to eligible individuals through 2025. After that, it's scheduled to disappear, unless Congress passes legislation to extend it. With 2024 underway, it's now use-it-or-lose-it time for the write-off. Here's what you need to know to cash in on…

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Employee ownership can be an attractive option for owners looking to sell their business while maintaining their legacy and protecting the wellbeing of employees. The following article answers common questions related to the creation, financing, valuation and tax benefits of employee stock ownership…

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Access to capital and funding are among the most pressing concerns that CFOs face today. With traditional bank loans becoming more challenging to secure under uncertain market conditions, exploring alternative financing options is crucial for businesses looking to manage cash flow or to grow. Here's…

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