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Aug 9, 2016

7 Tax-Savvy Ways to Give to Charity

Charitable giving is on the rise. And the momentum is expected to continue, given the natural disasters and human tragedies that have happened in recent months. Highlights of the Giving USA Report A recent report, Giving USA 2016: The Annual Report on Philanthropy for the Year 2015, shows charitable-giving trends based on contributions made by…

Feb 25, 2016

Evaluating a Business Valuation Report

Anyone with a little business and financial knowledge can do a quick-and-dirty calculation using a industry rule of thumb, such as multiple of annual sales or earnings. But experienced valuation professionals apply tested valuation approaches that are based on real world market data — and they also possess strong verbal and written communication skills that…

Feb 18, 2016

Tackle Key Financial Issues as You Face Retirement

The Baby Boomer generation reached its peak in 1957 at an annual birth rate of about 4.3 million people. It’s hard to believe that these Baby Boomers will turn 59 years old in 2016. An important rite of passage that comes with this age is that they’ll soon be eligible to withdraw funds from their…

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Recent Posts

  • How Synergy Affects Price
  • Act Soon: EV and Homeowner Tax Credits Ending After 2025 Under Proposed Law
  • Business Valuations Must Look to the Future, Not the Past
  • Should You File a Joint Tax Return For the Year of a Spouse’s Death?
  • What Is the Correct Standard of Value in Divorce?

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