Background Discussion Qualified Tuition (529) Plans were established in 1996 to provide families with tax-advantaged savings accounts for college. In addition to a possible state tax deduction for the contribution,…
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For 2025 through 2028, individuals age 65 or older generally can claim a new “senior” deduction of up to $6,000 under the One Big Beautiful Bill (OBBB). But an income-based…
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Interest rates have been at top of mind for many financial professionals in recent years. Interest rate fluctuations can significantly affect a bank’s deposit stability, earnings and asset values, for…
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For decades, quarterly financial reporting has provided the cornerstone for fair, efficient and well-functioning markets. However, President Trump recently posted on social media that public companies should move to semiannual…
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Cybersecurity in Today’s Banking Environment Community banks are increasingly reliant on technology for daily operations, from online banking platforms to internal financial systems. With this reliance comes greater risk, cyber…
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Keeping your practice financially strong is just as important as delivering quality care. Every year brings new regulatory changes, staffing challenges, and market shifts that can affect profitability. By reviewing…
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