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Essential One Big Beautiful Bill Tax Changes Every Senior Needs to Know
In recent legislative developments, the Omnibus Budget Reconciliation Bill for 2025 and Beyond (also known as the One Big Beautiful Bill Act, or OBBBA) has introduced significant tax provisions, some tailored to benefit seniors, ensuring they receive enhanced support in managing their financial and tax responsibilities.

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Estate Planning Is No Longer Optional—Even If You're Not a Millionaire
Estate planning isn’t just for the ultra-rich. Learn why Gen Xers and Boomers should act now—especially with new tax laws, digital assets, and AI fraud risks reshaping the future of legacy planning.

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How to Keep Your Business in the Family - Tax Traps and Solutions
Thinking of passing your business to your kids or grandkids? Learn how to avoid the biggest tax traps—like capital gains, gifting mistakes, and S-corp nightmares—and how to keep your family business thriving for generations.

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Mid-Year Inventory Assessment: Don’t Let Dead Stock Eat Your Margins
Before slow-moving inventory turns into a warehouse graveyard, take a mid-year look at what’s working—and what’s not. Learn how to spot dead stock early, plan promos, and protect your bottom line in 2025.

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Video Tips: Don’t Miss the Important Oct. 15 deadlines
October 15, 2025, is the extended due date for filing the 1040 series returns and the FinCEN Form 114.

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