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Retirement Money and Five Financial Mistakes To Avoid by Jeff Baugus

Retirement Money and Five Financial Mistakes To Avoid by Jeff Baugus

This is the time of year when we are normally opening up to file returns on behalf of Surprise AZ clients, and taking a breath of “calm before the storm”. Not this year though. Not only is actual tax filing delayed until February 12, but Congress made their end-of-year appropriations act extremely consequential, with a […]

Jeff Baugus’ Tax Checklist for Surprise AZ Taxpayers

Jeff Baugus’ Tax Checklist for Surprise AZ Taxpayers

Every year within the independent tax and accounting business community here in Surprise AZ (and on various online channels), we have a little fun laughing at the newest TurboTax or Block commercials. Last year, it was “all people are tax people”. This year, they’re promoting their “live” feature with commercials of a floating desk answering […]

Jeff Baugus’ Four Keys To Focus And Building Momentum in 2021

Jeff Baugus’ Four Keys To Focus And Building Momentum in 2021

It seems so long ago (it was only last week) that we were cueing the fireworks and celebrating leaving 2020 in the rearview. But after all of the events of the past week, it seems wise that we might adjust to the fact that the world around us is not what it might have been […]

Five Key Takeaways From The Second Coronavirus Relief Bill For Surprise AZ Taxpayers

Five Key Takeaways From The Second Coronavirus Relief Bill For Surprise AZ Taxpayers

Say it with me again: it’s a whole new year. 2020 is in the rearview… And 2021 is starting with some very nice treats for regular families in the clunkily-named “Coronavirus Response and Relief Supplemental Appropriations Act of 2021”, also known as the “Consolidated Appropriations Act” or CAA for short (the CAA is the entire […]

Jeff Baugus’ Very Last Minute Tax Moves for 2020

Jeff Baugus’ Very Last Minute Tax Moves for 2020

These weeks are disjointed, these holiday weeks. As of this writing, there are only three days left in 2020, and this week contains New Year’s Eve and New Year’s Day. So if you want to make ANY 2020 moves (outside of IRA things, which can be retroactively applied after 12/31), time’s a wastin’. I hope […]

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