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1. Year-End Charitable Giving and Top 5 Strategies Overview
   Year-end charitable giving offers potential tax benefits as well as a chance to have an impact. Here are some top giving strategies to consider
2. Homeownership 101: Who you’ll work with to buy a
   Homeownership 101: Who you’ll work with to buy a home Finding and buying a home is a complex process, and first-time homebuyers may be surprised by
3. 4 Social
   More than 72 million Americans (21 percent of the U.S. population) receive some form of Social Security.
4. 3 Reasons You Might Not Want To Pay Off Your Mortgage Early
   It certainly seems like a smart idea to pay off your mortgage early.
5. 5 pending changes that could impact year-end small business tax planning
   Congress has been debating a number of big bills that contain tax changes. Some of the proposed changes are favorable; many are not. All of them may
6. 6 Reasons Your Small Business Needs the Cloud
   Cloud has taken over technology world by storm. By next year, more than 80 percent of all business workloads are expected to be moved to the cloud. If you're still hesitant about moving your small business operations online or wondering what exactly the benefits would be, keep reading. We are breaking down 6 reasons th
7. 7 Ways to Continue Growing as Your Business Matures
   Company growth is the ultimate strategic challenge, and it gets harder as your business matures. Once your business is running and sustainable, you're
8. Are “Fixer-Uppers” a Smart Move for First-Time Buyers? (Maybe Not)
   What every first-time buyer should consider before diving into the world of fixer-uppers.
9. Artificial Intelligence, Work And Jobs: Preparing For AI's Uncertain Future
   I’ve been thinking a lot recently about the many ways in which artificial intelligence may change our lives. One of the biggest impacts may be on jobs, not only on the nature of work itself, but on the availability of work. Some crystal ball gazers are predicting that AI (working in concert with its older sibling, auto
10. Benefits of Opening a Pre-Tax Retirement Plan
    Retirement plans and/or accounts can benefit your clients in many ways, especially if there is a need for them to reduce their tax liability. Clients who have seen their tax liability increase when filing their 2018 tax returns would be ideal people to start a conversation with. These individuals have seen their tax bi