Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, consider giving appreciated stock instead of cash. You…
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At YHB, we are deeply committed to fostering the well-being of our team members as a cornerstone of our clients’ success. That is why we’re observing our Thanksgiving Week Break,…
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When your business is growing, billing can easily fade into the background. After all, once invoices go out and payments come in, it may seem like everything’s running smoothly. But…
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Now is the time of year when taxpayers search for last-minute moves to reduce their federal income tax liability. Adding to the complexity this year is the One Big Beautiful…
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As 2025 winds down, now is the time to review your retirement and tax planning strategies. With several SECURE Act 2.0 provisions already in effect, and others set to take…
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In many ways, customer relationship management (CRM) software has revolutionized how for-profit businesses interact with their customers. Widespread adoption has generally led to better customer satisfaction rates, greater brand loyalty…
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