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Financial and Tax Planning Resources

High Rates - Now What?  Thumbnail

High Rates - Now What?

When you turn on the news, one of the first things you are going to hear about is interest rates. The Federal Funds rate reached its highest since 2001 at a range of 5.25-5.50% in an attempt to lower current inflation. What does this mean for you? That largely depends on whether you are a depositor or a borrower.

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Flexible Spending Accounts Thumbnail

Flexible Spending Accounts

Are you eligible for Flexible Spending Accounts through work? The two most popular plans are for health care costs and for dependent care costs. Learn about how much you could save in taxes by taking advantage of these plans!

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Are Employer-Provided Fringe Benefits Taxable? Thumbnail

Are Employer-Provided Fringe Benefits Taxable?

Small business owners and employees often wonder about the federal tax treatment for employer-provided fringe benefits. Are they taxable? Do they have to be added to payroll or the employee’s Form W-2? It depends on the nature of the fringe benefit and if the benefit is defined as having a tax-favored status within the Internal Revenue Code.

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Energy Tax Credits Available for 2023 Thumbnail

Energy Tax Credits Available for 2023

Have you made energy improvements to your home? Did you purchase an Electric Vehicle? If so, tax credits are available! The Inflation Reduction Act of 2022 increased the residential credit amounts and the types of expenses that qualify.

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