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Feed the Children
Employees from Frazer, LLP donated their time to help Cal Poly Pomona students assemble boxes to help Feed the Children.

Retirement Savings for the Self-employed
Did you know that if you’re self-employed you can set up a retirement plan that allows you to contribute more than you can contribute to an IRA or 401(k)?

How can a cash balance plan turbocharge retirement savings?
A cash balance plan offers advantages for business owners — particularly those who are behind on their retirement saving and whose employees are younger.

A Tax-Smart Way to Fund College Expenses: The 529 Savings Plan
If you’re saving for college, consider a Section 529 plan. Although contributions aren’t deductible for federal purposes, plan assets can grow tax-deferred. (Some states do offer tax incentives for contributing.)

Should you bunch your medical expenses in 2017?
Because it can be difficult to exceed the medical expense deduction floor, one strategy is to “bunch” deductible medical expenses.