Category Archives: Taxes

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The Importance of Reconciling Your Accounts Receivable

As a client of Fluence, you are likely aware that we tie down your accounts receivable (AR).  What does this mean and why do we do it? During the reconciling or “tying … Read More +

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Recharacterizing your 2010 Conversion from Traditional IRA to Roth IRA

We are writing to inform you that if you act by October 17, 2011, you have a last chance to “reach back” and change the nature of IRA contributions (including conversions to … Read More +

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Is it the Right Time to Refinance Your Home or Practice

When asking if it is the right time to refinance, there is no blanket answer for every person; refinancing makes sense when you can reduce the costs of the loan.  Interest rates … Read More +

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New Roth IRA Conversion Rules

Should you take advantage of the new opportunity to convert your traditional IRAs to Roth IRAs? We have been asked this question daily since the guidelines for converting traditional IRAs to Roth … Read More +