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Anthony, here is your Newsletter for Monday, February 14, 2022. We hope you enjoy these articles!
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It Begins with You!

Valentine's Day is the globally recognized day of 'love'! Young and old, people around the world celebrate their love and relationships mostly through the purchase of gifts and spending quality time with loved ones. As we celebrate Valentine’s Day this year, let’s remember one important person to celebrate and love – yourself!  Click image or title to learn more.

Credits vs. Deductions: What's the Difference?

Many people think that tax deductions and credits are the same, but they're not. Tax deductions reduce your taxable income, but tax credits reduce your tax bill dollar for dollar. Click image or title, to find out what that means and when it matters.

Advertising Costs: More (and Less) Deductible Than You Realized

Recent guidance from the IRS highlights the tricky nature of advertising costs. Some peripheral expenses are deductible, in fact, while a few seemingly acceptable ones are not. Click image or title, for the details on advertising deductions.

The Three Major Components of a Successful Annual Giving Campaign

Americans are generous and enjoy the sense of being a part of a worthy cause achieved by charitable giving. In 2017, charitable giving in the U.S. surpassed $400 billion for the first time, a 5.2% increase over the previous year. Over the past six decades, individual donors continue to be the largest philanthropic group. Click image or title to learn more.

The IRS’s 10 Biggest Problems

America’s Taxpayer Advocate Service—an independent watchdog agency within the IRS—has identified the ten most serious problems at the IRS. Click image or title to learn more. 

When Do You Need a Trust?

Do you need a trust, or is a will enough? Many people think that trusts are just for the very wealthy, but even those with modest incomes may find them useful. To learn whether a trust is right for you, Click image or title. 

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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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