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When Should CPAs Claim Social Security? Part 2

In Part One, we established the foundational framework for Social Security claiming decisions: understanding how…

When Should CPAs Claim Social Security? Part 1

One of the most pivotal questions you’ll face when planning your retirement will likely be:…

The Mega Backdoor Roth for CPA Practice Owners

Imagine it’s the late 1970s: on November 6, 1978, Congress quietly adds Section 401(k) to…

Protecting Intellectual Property in Family CPA Practices

Imagine it’s 1837 in Massachusetts. A chocolatier sells his family’s secret recipe to a buyer,…

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