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BGW CPA
Withdrawals From Your 529 Can Be Costly Mistakes
BGW CPA
Make a Charitable Gift Using Your IRA Rollover...and Save Big
BGW CPA
Important Deadline for Reporting Foreign Bank Accounts is June 30

Do you have a foreign insurance policy, retirement account, inherited asset, joint account with parents living outside the U. S., or even an online...

BGW CPA
Keep It or Shred It? A quick and easy guide to organizing your personal and business documents.

Spring has sprung. The winter coats are put away and, if you’re like me, you’ve spent some time purging closets, pulling weeds, and generally...

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All Personal Finance

Withdrawals From Your 529 Can Be Costly Mistakes
Withdrawals From Your 529 Can Be Costly Mistakes

Didn’t summer just start? It’s hard to believe, but in just over a month, our kids will head back...

Make a Charitable Gift Using Your IRA Rollover...and Save Big
Make a Charitable Gift Using Your IRA Rollover...and Save Big

Charitable contributions have always yielded tax savings, but a newly permanent charitable giving...

Important Deadline for Reporting Foreign Bank Accounts is June 30
Important Deadline for Reporting Foreign Bank Accounts is June 30

Do you have a foreign insurance policy, retirement account, inherited asset, joint account with...

Keep It or Shred It? A quick and easy guide to organizing your personal and business documents.
Keep It or Shred It? A quick and easy guide to organizing your personal and business documents.

Spring has sprung. The winter coats are put away and, if you’re like me, you’ve spent some time...

Changes in Social Security Regulations Prompt Changes in Retirement Planning
Changes in Social Security Regulations Prompt Changes in Retirement Planning

Planning for retirement has never been easy, but changes to Social Security this year are making...

NC Adds Sales Tax to Services (UPDATED)
NC Adds Sales Tax to Services (UPDATED)

North Carolinians are accustomed to paying sales tax on the parts and equipment involved in making...

FAFSA Changes Impact Filing Deadline (and how you may have to file it twice this year)
FAFSA Changes Impact Filing Deadline (and how you may have to file it twice this year)

Significant changes to the Free Application for Federal Student Aid (FAFSA) are upon us, and the...

The Federal Reserve Raised Interest Rates. Now what?
The Federal Reserve Raised Interest Rates. Now what?

While all eyes are on Congress this week as it works out a budget deal and attempts to avert...

Individual Changes to Obamacare for 2016
Individual Changes to Obamacare for 2016

It’s that time again; open enrollment for health insurance is upon us. Since the advent of the...

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