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IRS Offers Tips for Year-End Donations
Individuals and businesses making contributions to charity should keep in mind several important tax law provisions that have taken effect in recent years.Some of these changes include the following:Special Charitable Contributions for Certain IRA OwnersThis...
NFS December Estate Ideashttp://ping.fm/KRTj4
What To Do If Your College Savings Plan Is Battered
The severe bear market has pounded away at almost everyone’s investment portfolios and retirement plan accounts. But those aren’t the only investments that have been mauled. The turbulence on Wall Street has also hammered Section 529 plans designed to build up savings...
2010 Standard Mileage Rates Announced
The Internal Revenue Service has issued the 2010 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, 2010, the standard mileage rates for the use of...
Financial Planning Do’s & Dont’s
During these uncertain economic times, financial planning has become a challenge. Here are a few financial planning suggestions that can add to your peace of mind about financial matters and simplifying your life:At least once a year, write down your investment goals...
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
