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Exceeding Expectations. Always. — Business Advisors and CPAs

Personal Finance

2016 Higher-Education Breaks Can Save Your Family Taxes

To max out higher education tax breaks, find out which ones you’re eligible for and then claim the one(s) that provide the greatest benefit.
Posted: February 8th, 2017 | Permalink

Going Back to Basics with Asset Protection Strategies

For those seeking basic asset protection strategies, there are effective tools to consider.
Posted: January 12th, 2017 | Permalink

A Brief Overview of the President-elect’s Tax Plan for Individuals

What do the election results mean for your personal tax outlook?
Posted: November 21st, 2016 | Permalink

Using Cash To Reduce Spending

. Even though using credit or debit cards are sometimes the most convenient method, it often leads the spender to frivolous purchases and poor tracking of one’s budget. When you don’t see the actual changing of money between hands, the value of that money can start to drop, therefore, leading to spending outside of the boundaries.
Posted: May 11th, 2015 | Permalink

Budget Planning Tips

Every good financial plan has some form of a budget. Making a budget can be tough; however, sticking to a budget for some is even tougher. Starting the process is always the hardest part.
Posted: December 19th, 2014 | Permalink