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Newsletters
Welcome to the Strategy Spotlight Newsletter
Prepare to be inspired and empowered by the expertise of our Outsourced CFO Solutions team. In our quarterly Strategy Spotlight newsletter, we are committed to delivering timely and actionable advice, ensuring you stay informed and empowered in your financial decision-making.
Latest Newsletters
September 2024
Tax Planning for Retirement: A Crucial Step Towards Financial Security As you plan for retirement, one of the most crucial aspects to consider is the tax implications of your retirement accounts.
August 2024
BOI refers to personal data that identifies individuals who ultimately own or control a company. The purpose of this requirement is to shed light on the true owners of businesses, ensuring that operations are transparent and accountable.
July 2024
The Augusta Rule, formally known as Section 280A(g) of the Internal Revenue Code, is a valuable tax provision that allows homeowners to rent out their homes for up to 14 days per year without having to report the rental income to the IRS.