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The “wash sale” rule: Don’t let losses circle the drain

The “wash sale” rule: Don’t let losses circle the drain

April 30, 2025

Harvesting capital losses is a viable tax-saving strategy as long as you avoid the wash sale rule. Here’s how it works.

An education plan can pay off for your employees — and your business

An education plan can pay off for your employees — and your business

April 29, 2025

A Section 127 educational assistance plan can be a smart investment for your business. With this tax-favored benefit, employees can finish degrees, pursue graduate study and even pay off student loan debt.

6 inventory management tips in an uncertain tariff landscape

6 inventory management tips in an uncertain tariff landscape

April 28, 2025

Tariffs are a top business concern today. How can your business optimize inventory management amid today’s trade uncertainty?

6 best practices for onboarding new employees

6 best practices for onboarding new employees

April 25, 2025

Like many employers, you’ve probably hired many employees in your time. But have you effectively onboarded them? Let’s dive into six best practices.

We Are Hiring! Full-Time Tax Reviewer

We Are Hiring! Full-Time Tax Reviewer

April 24, 2025

We are hiring! We are currently looking for a full-time tax reviewer. Please check out our website for more information!

Understanding the “step-up in basis” when inheriting assets

Understanding the “step-up in basis” when inheriting assets

April 24, 2025

Learn how the “step-up in basis” rule can help heirs avoid capital gains tax when they inherit certain assets.

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