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Financial and Tax Planning Resources

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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ChatGPT and the Risk of Data Loss Thumbnail

ChatGPT and the Risk of Data Loss

According to Wikipedia, “ChatGPT is an artificial intelligence (AI) chatbot developed by OpenAI and released in November 2022. It is built on top of OpenAI's GPT-3.5 and GPT-4 families of large language models (LLMs) and has been fine-tuned (an approach to transfer learning) using both supervised and reinforcement learning techniques.” ¹

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2023 - Q1 Quarterly Keynote Thumbnail

2023 - Q1 Quarterly Keynote

Low expectations into earnings season and falling yields in January helped boost stock market returns. In February, attention turned to higher yields and further Fed hikes, but in March all eyes shifted to banks. Concerns in this area led to eased expectations for Fed hikes. While the bear market in the S&P 500 has not ended yet (using closing prices), through it all, the S&P 500 finished the quarter less than 2% from the highest level seen in the past 6 months.

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