Economic impact payment
By Thomas Neal Tillery Eligibility Under the CARES Act, individuals with adjusted gross income up to $150,000 for married taxpayers filing jointly, $112,500 for taxpayers
April 1, 2020
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Financial Planning Advocate
Finding (and being) calm amid the chaos
Check out my latest podcast. Dave Stolz, CPA/PFS and I were asked to share our thoughts on how CPA Financial Planners can best address client
March 21, 2020
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Secure Act and Qualified Charitable Distributions
By Thomas Neal Tillery The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was signed into law on December 20, 2019
February 29, 2020
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Bring more value to your clients with charitable planning
By Susan M. Tillery Strengthen your practice and build deeper relationships with your clients by offering charitable planning services. The role of the CPA is
February 20, 2020
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