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Must I take my required minimum distribution as cash?
Q: Is it mandatory that my required minimum distribution (RMD) be taken as cash or can a specific stock the value of my RMD be moved from the IRA account to a regular taxable account? How about a specific stock used as an RMD to a Roth conversion account? Would...
Are You Looking For That Last Minute Gift Idea?
Seasons Greetings!Are You Looking For That Last Minute Gift Idea?Look no further...how about giving the gift of INCOME TAX PREPARATION this holiday season? Our Gift Certificates can be given in any amount you want. It is totally up to you!Call Jeff today at...
Looking Ahead…Federal Estate and Gift Taxation
Looking Ahead…Federal Estate and Gift Taxation http://archive.constantcontact.com/fs088/1102707121899/archive/1108967516043.html
Individual Income Tax Reductions
Individual Income Tax Reductions http://archive.constantcontact.com/fs088/1102707121899/archive/1108967461450.html
IRS Announces 2012 Standard Mileage Rates
WASHINGTON — The Internal Revenue Service today issued the 2012 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes.Beginning on Jan. 1, 2012, the standard mileage rates...
Voted Best Accountant, Financial Planner & Insurance Agency in Wrentham 2011-2020 & Regional Favorite 2016-2020
Voted 2022 Local Businessperson of the Year in Wrentham by Alignable
Voted 2020-2021 Local Businessperson of the Year in Wrentham by Alignable
Voted Top 31 Insurance Agency in Providence RI Area
