News, Tax & Accounting Resources

New Tax Rules for Retirement Accounts Can Save You Money

The SECURE Act 2.0, passed by Congress in late 2022, features numerous ways for you to save more money in your tax advantaged retirement accounts. Below are several of the bill’s provisions and what they mean for you. • Money can continue to grow tax deferred. If you...

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It’s Tax Time! Tips to Get Organized

It may be the beginning of a new year, but now is the time to recap the previous year for Uncle Sam. Here are some tips and a checklist to help get you organized. Watch for your tax forms.Forms W-2, 1099, and 1098 will start hitting your inbox or mailbox in the next...

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Ideas to Improve Your Personal Cash Flow

Lack of proper cash flow is one of the most common reasons businesses fail. The same is often the case in many households. Here's how the concept of cash flow pertains to you and some ideas to improve it. Cash flow defined Cash flow equals cash coming in (wages,...

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Robert J. Kratz & Co.
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