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Is that IRA a rollover or is it cash flow?

If you are pulling historical cash flow from a 1040 (what really happened in the checkbook),...
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What can I include in cashflow from Schedule B: Interest and Dividends?

Great question, since Schedule B is a mixed bag. As always, check your own guidelines. Here is...
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My CUES Webinar January 21st: The Keys to the Map

I'll be presenting a webinar for the Credit Union Executive Society. If you are a CU lender or...
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