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Financial Tid-Bits

Estate planning insights from America’s wealthiest families

Discover how America’s elite manage their vast fortunes to ensure their wealth endures across generations. This article breaks down the successful strategies and common pitfalls in estate planning, using examples from storied dynasties like the Rockefellers and Hearsts. Gain insights into how you can protect your financial legacy and avoid common estate planning mistakes.

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Mastering Accounts Receivable Management
Financial Tid-Bits

Mastering Accounts Receivable Management: Tips for Success

Managing accounts receivable presents challenges, particularly in uncertain economic conditions. To ensure your company’s financial well-being, periodic review of billing and collections processes is essential. Consider these actionable suggestions:   Address billing discrepancies promptly  

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Financial Tid-Bits

What To Know About Restricted Stock Awards

Restricted stock awards are a popular way for companies to offer equity-oriented executive compensation. Some businesses offer them instead of stock option awards. The reason: Options can lose most or all of their value if

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Financial Tid-Bits

Tax Deductions: Donating To Charity

Did you donate to charity last year? Acknowledgment letters from the charities you gave to may have already shown up in your mailbox. But if you don’t receive such a letter, can you still claim

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Accounting & Auditing

How to Navigate The Rising Cost of College

With the rising cost of college, many families are in search of scholarships to help pay the bills. If your child is awarded a scholarship, you may wonder about how it could affect your family’s

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Accounting & Auditing

A Guide to Bank Reconciliation

Reconciling bank accounts is critical to ensuring the accuracy of your company’s accounting records. The primary purpose of a bank reconciliation is to confirm that the transactions recorded in your bank statement match those shown

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Financial Tid-Bits

Home Office Tax-Deductions Requirements

With so many people working from home, they may refer to their workspaces as “home offices.” But do those spaces qualify them for home office tax deductions? Indeed, there are specific requirements workspaces must meet

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Financial Tid-Bits

IRS’s Energy Credits Online Tool

The IRS’s Energy Credits Online tool allows clean vehicle dealers to register online and receive dealer advance payments for the Clean Vehicle Credit within 72 hours of the sale of a qualified clean vehicle. The

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