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What Is a Brokerage Account and Do You Need One?

Success

The brokerage website will ask some general questions such as: Your full name Date of birth Social Security number Your employment and tax filing status Other investment accounts or assets you have Your risk tolerance How long you plan to invest your funds. Some are geared more toward robo-investing and offer online support and information.

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IRS releases details on how to withdraw ERC claims

BMT Office Administration

The IRS has kept its promise to provide relief to employers that filed Forms 941-X to claim the pandemic-era employee retention credit for which they aren’t eligible. Big break: The IRS will treat withdrawn claims as if they were never filed, so no penalties or interest will be levied. The IRS has added more FAQs on this process.

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5 Email Templates You Need to Use

Jen Lawrence

No one – I mean, no one – likes writing out the same information in emails over and over again. Traditionally, we’ve written out full email templates to help with workflows and relay important information. Running events or webinars take a lot of marketing, and sometimes you just want to drop that information into an email.

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IRS provides additional information on IRIS system

BMT Office Administration

The IRS is so serious about IRIS, its new simplified e-filing platform for information returns, that it’s convening monthly working group meetings over the internet. You can e-file through FIRE and IRIS, but don’t file the same returns through both platforms. TCCs, Crawford said, are your e-filing credential.

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Service Untitled» Blog Archive » Improve small business customer.

Service Untitled

When Elizabeth is not able to participate on her forum, frequently there are other members who are more than happy to supply information to new members. When the FAQ and forums are not enough to help her customers, Elizabeth also has a Help Desk. She does use a moderator, but has rarely had to intervene.

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20 Apps to Organize Your Thoughts | Men With Pens

Men With Pens

Google Notebook Our friends at Google have developed this application to assist you in collecting notes and information from the Internet. It is very easy to use and helps you organize your ideas and information you use daily. ThinkFree Office offers file sharing and storage. Use it when shopping online or planning a trip.

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What happens to your website if you die | Men With Pens

Men With Pens

Most of us don’t write out information like, “Hi, I’ve died,&# while we’re here and able, but perhaps we should. Keep a copy handy and let executors know how to access this information so they can post it if they need to. So go ahead. Write something up, just in case.

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