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Our QuickBytes virtual seminar discussed how to properly write off your accounts receivables including cash methods using credit memos, accrual methods using the receive payment window and client data review.
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BDO Digital Presentation BDO Digital’s discussion on how emerging technologies are rapidly changing financial processes, decision making, and operations at businesses across the country.Download the Presentation OBBBA Presentation The One Big Beautiful Bill Act of...
As the end of 2026 approaches, look beyond investment performance and consider how taxes may affect your overall returns. Although tax considerations generally shouldn’t drive investment decisions, a year-end portfolio review may identify opportunities to reduce your...
If you’re eligible to contribute to a Health Savings Account (HSA), consider taking a closer look at your contribution strategy. You may be able to reduce your 2026 taxes while strengthening your long-term financial security. Although many people use HSAs to pay...
One of the most common bookkeeping mistakes business owners make is mixing business and personal finances. Addressing this issue before year end can simplify tax preparation, improve the accuracy of your financial records and help reduce the risk of IRS questions....
Families looking for another way to save for a child’s future may want to consider Section 530A accounts. Created by the 2025 tax legislation commonly referred to as the One Big Beautiful Bill Act, these tax-advantaged savings accounts, also known as Trump Accounts,...