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The QuickBooks Desktop Phase Out: How QuickBooks Online Will Future-Proof Your Business
As business owners barrel toward the quarter-century mark of the 21st century, so, too, do the tools we use to manage our finances.
Read More Surprising Tax Impact of Converting Your Traditional IRA to a Roth IRA
Considering a Roth conversion? Avoid surprises with this guide to the tax implications.
Read More Navigating the Corporate Transparency Act
Essential Insights and Compliance Reminder for SMBs
Read More Succession Planning for Your Business? Consider These Six Ways to Lean on Your Tax Accountant as a Trusted Advisor
Learn how your tax accountant can be the key to crafting a seamless, tax-smart succession plan for your family business.
Read More Protecting Our Seniors; Understanding and Preventing Scams
Protect your loved ones from rising senior scams by staying informed with expert tips and IRS-backed strategies.
Read More Checking in with the Interns of SBF Advisors
Get to know George and Emilia - dive into their experiences as our current interns and learn all about their journeys at SBF Advisors!
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