Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Health Savings Accounts Fill Multiple Tax Needs

Health Savings Accounts Fill Multiple Tax Needs

FINANCIAL MANAGEMENT PLANNING FOR RETIREMENT The Health Savings Account (HSA) is one of the most misunderstood and underused benefits in the Internal Revenue Code. Congress created HSAs as a way for individuals with high-deductible health plans (HDHPs) to save for medical […]
Mid-Year Tax Planning Checklist
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Mid-Year Tax Planning Checklist

Article Highlights: Mid-Year Planning Avoiding Unpleasant Surprises Events That Have Tax Consequences All too often, taxpayers wait until after the close of the tax year to worry about their taxes and miss opportunities that could reduce their tax liability or […]
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Refresh Your Perspective on Money and Happiness
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Refresh Your Perspective on Money and Happiness

  FINANCIAL MANAGEMENT By Alex Kluesner Eighteenth-century Swiss philosopher  Jean-Jacques Rousseau said, “The money you have gives you freedom; the money you pursue enslaves you.” He clearly believed that money alone can’t guarantee happiness. Many other philosophers, business moguls, and […]
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Take Tax Advantage of a Low-Income Year
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Take Tax Advantage of a Low-Income Year

Article Highlights: Exercise Stock Options Convert a Traditional IRA to a Roth IRA Maximize IRA Distributions Sell Appreciated Stock Delay Business Expenditures Release Dependency Delay Personal Deductible Expenditures People generally assume that tax planning only applies to individuals with the […]
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Not All Interest Is Deductible For Taxes
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Not All Interest Is Deductible For Taxes

Article Highlights:  Interest Categories  Category Deductibility  Interest Tracing Rules A frequent question that arises when borrowing money is whether or not the interest will be tax deductible. That can be a complicated question, and unfortunately not all interest an individual […]
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