Articles & Tips

Check out some of our most popular articles to help you run a smarter business.
Year-End Retirement Contributions

Your Guide to Year-End Retirement Contributions

Your Cape Cod guide to year-end retirement contributions. See how 401(k) and IRA strategies can lower your tax bill and
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Changes to Your Client Portal…What You Need to Know

You may have already noticed some changes to your personal portal. To ensure that you are able to continue to

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Key Tips for Using Social Media Effectively in Your Small Business

First and foremost, it’s important to understand that social media is not one size fits all. Every small business is

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Jumpstarting Innovation in Your Business

To ensure success, it’s important to consistently evaluate your business and identify possible areas for enhancement. Of course, because you

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Real Time Collaboration… Paperless… What’s Not to Love?

With year end fast approaching, it’s a good time to slip in another push for portals. We understand the immense

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The End of Summer Means Year End is that Much Closer…

Summer is coming to a close, and the end of summer is a good time to start thinking about getting

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How Might ObamaCare Affect Your 2013 Year Taxes?

The effects of the new healthcare law are different for individuals and business. We’ve compiled the following information for you

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Why Portals Make Sense for Clients

Portals are everywhere. When you access your financial portfolio or bank account, you are using portals. Online access to information

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Summer Tax Tip: Special Benefits for Armed Forces Personnel

Because military personnel have unique challenges in relation to duties, expenses, and transitions, the IRS offers active members of the

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IRA’s for Kids…REALLY?

What parent isn’t concerned with their children’s future? And part of this concern relates to ensuring our children’s financial well-being.

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