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Key conversations to have with your CPA

Whether managing personal finances or running a business, this article provides essential questions to ask your CPA for informed decision-making. Discuss everything from tax planning to retirement and succession planning. Stay on top of your financial game by making your CPA meetings count.

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Alternative Minimum Tax basics for individuals

Understanding the Alternative Minimum Tax (AMT) can be complex, but it’s essential for strategic tax planning. This article guides you through the process of calculating your AMT and offers useful strategies for minimizing its impact.

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