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    QDROs and Divorce: What New Jersey CPAs Must Know to Avoid Tax Pitfalls

    Posted: April 25, 2025
    When a client is going through divorce, their accountant is often the most consistent advisor in the room. With so many Americans stuffing their employer-sponsored retirement plans to the gilt, one of the most critical issues in divorce is the proper handling of retirement assets.
  • CEO Compass - Spring 2025

    Posted: April 21, 2025
    The accounting and finance landscape is once again experiencing dramatic shifts. A steady stream of executive orders, economic volatility and geopolitical tensions are creating ripple effects across the country — and right here in New Jersey. It’s more important than ever that this uncertainty does not deter from our mission and sway us off course. As always, CPAs are called to lead with clarity, confidence and compassion.
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    Understanding Gen Z's Values and Employment Preferences

    Posted: April 4, 2025
    Advice to employers: Take chances on the newer generation that is entering the workforce in an ever-changing landscape and be an advocate for your younger employees and provide them with trusted support systems.
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    Authentic Kindness at Work: The Key to Building Trust and Avoiding Pitfalls

    Posted: April 3, 2025
    Respect and kindness are more than ethical values; they drive business success. Employers that cultivate respect outperform competitors, retain engaged employees and build stronger customer relationships.
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    Don’t Fall Off the Cliff: Helping Clients Understand Tax Cliffs in Income Planning

    Posted: March 13, 2025
    Most taxpayers understand the basic concept of tax brackets, though many mistakenly believe that earning more money means all their income will be taxed at a higher rate. As a tax professional, you know this isn’t true.