Tax TipsBusiness TaxesTax AdviceBusinessTax AdvisorTax PlanningRetirement
New rules will soon require employers to annually disclose retirement income to employees
January 15, 2020
As you’ve probably heard, a new law was recently passed with a wide range of retirement plan changes for employers and individuals. One of…
How business owners and execs can stay connected with staff
January 14, 2020
With the empty bottles of bubbly placed safely in the recycling bin and the confetti swept off the floor, it’s time to get back to the…
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Tax Developments: Summary of the 2019 SECURE Act provisions affecting business and individual taxpayers
January 13, 2020
On December 20, 2019, the SECURE Act, a new tax law included as part of the Further Consolidated Appropriations Act of 2020, was enacted.…
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New law helps businesses make their employees’ retirement secure
January 13, 2020
A significant law was recently passed that adds tax breaks and makes changes to employer-provided retirement plans. If your small business…
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4 new law changes that may affect your retirement plan
January 9, 2020
If you save for retirement with an IRA or other plan, you’ll be interested to know that Congress recently passed a law that makes…
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New law provides a variety of tax breaks to businesses and employers
December 31, 2019
While you were celebrating the holidays, you may not have noticed that Congress passed a law with a grab bag of provisions that provide…
5 ways to strengthen your business for the new year
December 27, 2019
The end of one year and the beginning of the next is a great opportunity for reflection and planning. You have 12 months to look back on…
Stretch your marketing dollars further with smart strategies
December 24, 2019
If your marketing budget is limited, there may be ways to make that money go further. Smart strategies abound for small to midsize…
Wayfair revisited — It’s time to review your sales tax obligations
December 24, 2019
In its 2018 decision in South Dakota v. Wayfair, the U.S. Supreme Court upheld South Dakota’s “economic nexus” statute, expanding the…
Does Your Accountant Ever Call You?
December 17, 2019
The world is a bit different now and the nature of tax, finance, and accounting is evolving rapidly. The role of the Certified Public…
Business TaxesFinancial PlanningBusinessTax Planning
2020 Q1 tax calendar: Key deadlines for businesses and other employers
December 12, 2019
Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2020. Keep in mind…
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Adopting a child? Bring home tax savings with your bundle of joy
December 11, 2019
If you’re adopting a child, or you adopted one this year, there may be significant tax benefits available to offset the expenses. For…
Medical expenses: What it takes to qualify for a tax deduction
December 6, 2019
As we all know, medical services and prescription drugs are expensive. You may be able to deduct some of your expenses on your tax return…
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2 valuable year-end tax-saving tools for your business
December 5, 2019
At this time of year, many business owners ask if there’s anything they can do to save tax for the year. Under current tax law, there are…
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Bridging the gap between budgeting and risk management
December 4, 2019
At many companies, a wide gap exists between the budgeting process and risk management. Failing to consider major threats could leave you…
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Holiday parties and gifts can help show your appreciation and provide tax breaks
December 3, 2019
With Thanksgiving behind us, the holiday season is in full swing. At this time of year, your business may want to show its gratitude to…
What is your taxpayer filing status?
December 3, 2019
For tax purposes, December 31 means more than New Year’s Eve celebrations. It affects the filing status box that will be checked on your…
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TCJA Tax Strategies 2: Capital Gains – accessing the 0% and 15% capital gain rates and tax planning for capital transactions.
December 2, 2019
Often clients inquire with our office with questions like “What is my capital gains rate?” or “How much will I be taxed on a sale of…
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2019 Year-End Tax Planning
November 13, 2019
As the end of the year approaches, it is a good time to think of planning moves that will help lower your tax bill for this year and…
Business TaxesTax AdviceBusiness
Small businesses: Get ready for your 1099-MISC reporting requirements
November 12, 2019
A month after the new year begins, your business may be required to comply with rules to report amounts paid to independent contractors,…
Is multicloud computing right for your business?
November 6, 2019
Cloud computing — storing data and accessing apps via the Internet — has been widely adopted by businesses across industry and size. Like…
You may be ABLE to save for a disabled family member with a tax-advantaged account
November 5, 2019
There’s a tax-advantaged way for people to save for the needs of family members with disabilities — without having them lose eligibility…
IRA charitable donations are an alternative to taxable required distributions
November 4, 2019
Are you charitably minded and have a significant amount of money in an IRA? If you’re age 70½ or older, and don’t need the money from…
A shadow board could shed light on your company’s best future
November 1, 2019
In many industries, market conditions move fast. Businesses that don’t have their ears to the ground can quickly get left behind. That’s…