Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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What’s your most pressing priority right now? This interactive guide will walk you through the process of assessing your business priorities and provide actionable insights to bring them to fruition. You can also take the self-assessment to help you get started on planning your next steps.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
It's important to make sure your retirement strategy anticipates health-care expenses.