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Year-end spending package tackles retirement planning, conservation easements



On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important new laws that could affect your financial planning:

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Evaluating an ESOP from a succession planning perspective



If you’ve been in business for a while, you’ve probably considered many different employee benefits. One option that might have crossed your desk is an employee stock ownership

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5 steps to take now to cut your 2022 tax liability

2023 limits for businesses that have HSAs — or want to establish them

Home sweet home: Do you qualify for office deductions?

IRS offers penalty relief for 2019, 2020 tax years



While the recently announced student loan debt relief has captured numerous headlines, it’s estimated that another federal relief program announced on the same day will

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Employee Spotlight – Amanda Bartley

What year did you join Slattery & Holman?  2012 Tell me a little about where you attended college and the degree(s) you earned? Any special accomplishments. IUPUI double major in Accounting

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Valuable gifts to charity may require an appraisal



If you donate valuable items to charity, you may be required to get an appraisal. The IRS requires donors and charitable organizations to supply certain information to prove

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Your estate plan: Don’t forget about income tax planning

Inflation enhances the 2023 amounts for Health Savings Accounts



The IRS recently released guidance providing the 2023 inflation-adjusted amounts for Health Savings Accounts (HSAs). High inflation rates will result in next year’s amounts being increased more than

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