Laura J. Hanlon
CPA
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New Strategy Posts for your Finances

Posts tagged write off
The Heart Behind Year-End Giving – Laura J Hanlon CPA’s Three Key Ideas

For YOU, we don’t have much more time to do something meaningful for your upcoming tax bill.

By that I mean that we are ONE MONTH away from year-end. That’s one month away from taking positive (instead of reactive) steps to affect your 2016 tax burden (with the exception of IRA contributions and a few various backdating strategies that are allowed).

So here’s a quick and dirty tax plan:

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What To Do With An Inheritance (Or A Large Refund): 5 Tips From Laura J Hanlon CPA

According to recent data from the Federal Reserve (what do they NOT keep track of??), more than nine million households in the U.S. reported getting an inheritance of at least $100,000. And there is other data which suggests that baby boomers stand to receive over $8 trillion in inheritance over the next few decades.

But sometimes such “blessings” end up as curses to those who aren’t prepared.

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