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Prepare for this expense — or it could quickly derail retirement

Prepare for this expense — or it could quickly derail retirement

By on Aug 12, 2019 in Uncategorized | 0 comments

What is the commonly overlooked expense? It’s healthcare, and many retirees are surprised by earlier-than-expected healthcare costs. Here are two things you can do: Expect the unexpected — learn about Medicare and what it covers and explore long-term care costs.Prepare for big-ticket costs — open a Healthcare Savings Account (HSA) account and look into...

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Leaders – is your answer yes to these 3 questions?

Leaders – is your answer yes to these 3 questions?

By on Aug 2, 2019 in Uncategorized | 0 comments

Are you or do you aspire to be a good leader? Here are three critical questions you should be answering yes to. Do you care forand aboutyour employees?Are you investing in your employees to help them get where they want to go?Can your employees trust you? If you can say yes to these questions, your employees will go the extra mile for you. To learn more about what...

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Congratulations to JMA Client, Dr. Rodney Haring

Congratulations to JMA Client, Dr. Rodney Haring

By on Jun 20, 2019 in Uncategorized | 0 comments

JMA client, Rodney Haring, PhD, MSW, is a faculty researcher at Roswell Park Comprehensive Cancer Center. Dr. Haring was honored with a Research Into Action Award from the Robert Wood Johnson Foundation’s New Connections Initiative for his contributions and success in the field including influencing the health of Indigenous communities. Read more about Dr....

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Tax Lesson – Substantiation Rules for Non-cash Charitable Contributions

Tax Lesson – Substantiation Rules for Non-cash Charitable Contributions

By on Jan 28, 2019 in Uncategorized | 0 comments

Here is a great lesson regarding the rules for larger than average non-cash charitable contributions. The lesson explores the tax court case of Estelle C. Grainger v. Commissioner, T.C. Memo and her clever (but incorrect) method of using charitable contributions as tax deductions. This complex and interesting case is explored in Pepperdine University School of...

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New Laws Passed Regarding Sexual Harassment

New Laws Passed Regarding Sexual Harassment

By on Jan 14, 2019 in Uncategorized | 0 comments

Newly passed laws mean that all employers in New York State are required to adopt and implement a sexual harassment prevention policy, or ensure that the policy they adopt meets or exceeds certain minimum standards. The standards outline what sexual harassment is, the rights of employees, how to proceed, and other vital information. To learn more about the...

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