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How to Make Tax Payments Electronically
Todd Schanel, CFA, CPA, CFP®
The IRS offers two methods for making tax payments electronically - Direct Pay and the Electronic Federal Tax Payment System, also known as EFTPS. Both systems are free, but they...
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Should You Offer a 401k Plan?
Todd Schanel, CFA, CPA, CFP®
Offering a 401K plan can be a great benefit for both the owner of a business and its employees.  But a 401K requires time, money and some human resource acumen...
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Business Valuation or Calculation Engagement: What’s the Difference and Which Do You Need?
Todd Schanel, CFA, CPA, CFP®
For small business owners, your business is likely your most valuable asset. But unlike an investment portfolio, you can’t determine its value by just looking up a few numbers online....
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How to Take a Qualified Charitable Distribution (QCD) from Your IRA
Todd Schanel, CFA, CPA, CFP®
Would you like to help your favorite not-for-profit organization and save taxes at the same time? The Qualified Charitable Distribution rules allow taxpayers to make IRA distributions of up to...
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2017 Contribution Limits for Retirement Accounts
Todd Schanel, CFA, CPA, CFP®
Annual contribution limits for retirement savings accounts for 2016 and 2017, as established by the IRS, are listed below.  Please keep in mind that contributions to Traditional IRAs, Roth IRAs,...