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Tax Records | What to Keep?

Tax Preparedness Series: Tax Records | What to Keep? IR-2016-162 via IRS.gov Generally, the IRS recommends keeping copies of tax returns and supporting documents at least three years. Some documents should be kept up to seven years in case a taxpayer needs to file an amended return or if questions arise. …

Sometimes it Pays to Fight Back

When a Business Faltered, Small Investors Stood Their Ground By GRETCHEN MORGENSON Individual investors can feel powerless when their stock investments go …

How to Create an Exponential Mindset

To create exponential value, it’s imperative to first create an exponential mindset. The incremental mindset focuses on making something better, while the …