AI Tax Tools for Small Businesses 

AI Tax Tools for Small Businesses 

Key Takeaways:  AI tax tools automate data entry, expense categorization, and reconciliation, saving small business owners significant time.  These tools improve accuracy and compliance by detecting errors, flagging inconsistencies, and...

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How to Lower Your Taxable Income in Retirement 

How to Lower Your Taxable Income in Retirement 

Key Takeaways:  Smart withdrawal sequencing, from taxable, tax-deferred, and Roth accounts, helps control your annual tax bracket and reduce lifetime taxes.  Use “tax gap” years before RMDs and Social Security...

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Filing Guide for First-Time Taxpayers

Filing Guide for First-Time Taxpayers

Key Takeaways:  Most first-time taxpayers benefit from filing, even if not required; filing can unlock refunds and refundable credits like the Earned Income Tax Credit (EITC) or education credits.  Know...

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