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In the world of tax accounting, adapting to new deadlines is part of the game. This year, we've been on a marathon, with the IRS setting a new finish line at November 16th for California storm victims (source: IRS Newsroom). This recent change marks the third relay race

We recently had the pleasure of attending Super Seminar 2023. With over 40 years of history under the guidance of the California Society of Enrolled Agents (CSEA), Super Seminar sets the standard as a beacon for professional development. Attendance at this event affords participants a wealth of knowledge, tools, and

EXECUTIVE SUMMARY * American Economy: a surprisingly robust start to 2023. * Pandemic cash is running out and student loan forbearance is coming to an end. * Short-term savings and emergency fund alternatives abound; now is a good time to look at how you are holding your money and whether better yielding alternatives

When you think about income in retirement, there are a number of sources you might be able to use. When and how you use these different income streams can have a big impact on your retirement budget; they’re a key part of a holistic retirement plan. Let’s go