Individual Provisions of the CARES Act Read more Business Provisions of the CARES Act Read more Disaster Loan Assistance Read more IRS Offers Tax Relief Clarifications Read more Families First Coronavirus Response Act Read more FEDERAL TAX ALERT – TAX EXTENSION UNTIL JULY, 15, 2020 Read more FEDERAL TAX ALERT – MARCH 19, 2020 Read more The tax implications if your business engages in environmental cleanup Read more Small businesses: Get ready for your 1099-MISC reporting requirements Read more Small businesses: Stay clear of a severe payroll tax penalty Read more Thinking about converting from a C corporation to an S corporation? Read more Accelerate depreciation deductions with a cost segregation study Read more Setting up a Health Savings Account for your small business Read more 5 ways to withdraw cash from your corporation while avoiding dividend treatment Read more The key to retirement security is picking the right plan for your business Read more The tax implications of a company car Read more Should you elect S corporation status? Read more Three questions you may have after you file your return Read more Seniors: Medicare premiums could lower your tax bill Read more Casualty loss deductions: You can claim one only for a federally declared disaster Read more Plug in tax savings for electric vehicles Read more Selling your home? Consider these tax implications Read more The chances of IRS audit are down but you should still be prepared Read more Thinking about moving to another state in retirement? Don’t forget about taxes Read more Is an HSA right for you? Read more If your kids are off to day camp, you may be eligible for a tax break Read more You may have to pay tax on Social Security benefits Read more Volunteering for charity: Do you get a tax break? Read more Summer: A good time to review your investments Read more Hiring this summer? You may qualify for a valuable tax credit Read more Employers: Be aware (or beware) of a harsh payroll tax penalty Read more Tax-smart domestic travel: Combining business with pleasure Read more Hire your children this summer: Everyone wins Read more Consider a Roth 401(k) plan — and make sure employees use it Read more What type of expenses can’t be written off by your business? Read more Employee vs. independent contractor: How should you handle worker classification? Read more How entrepreneurs must treat expenses on their tax returns Read more Deducting business meal expenses under today’s tax rules Read more Divorcing business owners need to pay attention to tax implications Read more Businesses can utilize the same information IRS auditors use to examine tax returns Read more It’s a good time to buy business equipment and other depreciable property Read more M&A transactions: Avoid surprises from the IRS Read more Which entity is most suitable for your new or existing business? Read more 2019 Q3 tax calendar: Key deadlines for businesses and other employers Read more Understanding how taxes factor into an M&A transaction Read more Make a deductible IRA contribution for 2018. It’s not too late! Read more Could your business benefit from the tax credit for family and medical leave? Read more 2019 Q2 tax calendar: Key deadlines for businesses and other employers Read more Still working after age 70½? You may not have to begin 401(k) withdrawals Read more Are your employees ignoring their 401(k)s? Read more Don’t let scope creep ruin your next IT project Read more Best practices when filing a business interruption claim Read more Financial statements tell your business’s story, inside and out Read more The 2018 gift tax return deadline is almost here Read more Vehicle-expense deduction ins and outs for individual taxpayers Read more Careful tax planning required for incentive stock options Read more There’s still time for small business owners to set up a SEP retirement plan for last year Read more Will leasing equipment or buying it be more tax efficient for your business? Read more The home office deduction: Actual expenses vs. the simplified method Read more When are LLC members subject to self-employment tax? Read more Some of your deductions may be smaller (or nonexistent) when you file your 2018 tax return Read more 3 big TCJA changes affecting 2018 individual tax returns and beyond Read more Refine your strategic plan with SWOT Read more Is your business stuck in the mud with its marketing plan? Read more Why you shouldn’t wait to file your 2018 income tax return Read more Fundamental tax truths for C corporations Read more Financial statements tell your business’s story, inside and out Read more Getting wise to the rise of “smart” buildings Read more Depreciation-related breaks on business real estate: What you need to know when you file your 2018 return Read more Many tax-related limits affecting businesses increase for 2019 Read more Investment interest expense is still deductible, but that doesn’t necessarily mean you’ll benefit Read more There’s still time to get substantiation for 2018 donations Read more Higher mileage rate may mean larger tax deductions for business miles in 2019 Read more What will your marginal income tax rate be? Read more 4 business functions you could outsource right now Read more Economic damages: Recovering what was lost Read more Is there still time to pay 2018 bonuses and deduct them on your 2018 return? Read more A refresher on major tax law changes for small-business owners Read more Business owners: An exit strategy should be part of your tax planning Read more 2 major tax law changes for individuals in 2019 Read more A review of significant TCJA provisions impacting individual taxpayers Read more You may be able to save more for retirement in 2019 Read more Year-end tax and financial to-do list for individuals Read more 6 last-minute tax moves for your business Read more When holiday gifts and parties are deductible or taxable Read more Buy business assets before year end to reduce your 2018 tax liability Read more It’s not too late: You can still set up a retirement plan for 2018 Read more 2019 Q1 tax calendar: Key deadlines for businesses and other employers Read more Tax planning for investments gets more complicated Read more Charitable IRA rollovers may be especially beneficial in 2018 Read more Mutual funds: Handle with care at year end Read more Keeping a king in the castle with a well-maintained cash reserve Read more Following the ABCs of customer assessment Read more Estimates vs. actuals: Was your 2018 budget reasonable? Read more July 2018 Client Bulletin Read more June 2018 Client Bulletin Read more May 2018 Client Bulletin Read more TCJA changes to employee benefits tax breaks: 4 negatives and a positive Read more Tax document retention guidelines for small businesses Read more A review of significant TCJA provisions affecting small businesses Read more IRS Audit Techniques Guides provide clues to what may come up if your business is audited Read more Can you deduct business travel when it’s combined with a vacation? Read more The TCJA changes some rules for deducting pass-through business losses Read more Putting your child on your business’s payroll for the summer may make more tax sense than ever Read more What businesses need to know about the tax treatment of bitcoin and other virtual currencies Read more 2 tax law changes that may affect your business’s 401(k) plan Read more 2018 Q3 tax calendar: Key deadlines for businesses and other employers Read more Choosing the best business entity structure post-TCJA Read more Does your business have to begin collecting sales tax on all out-of-state online sales? Read more April 2018 Client Bulletin Read more March 2018 Client Bulletin Read more Home green home: Save tax by saving energy Read more Do you know the ABCs of HSAs, FSAs and HRAs? Read more Consider the tax advantages of investing in qualified small business stock Read more The tax impact of the TCJA on estate planning Read more Factor in state and local taxes when deciding where to live in retirement Read more Saving tax on restricted stock awards with the Sec. 83(b) election Read more January 2018 Client Bulletin Read more February 2018 Client Bulletin Read more Finding a 401(k) that’s right for your business Read more Run the numbers before you extend customer credit Read more A midyear review should go beyond financials Read more Could a long-term deal ease your succession planning woes? Read more Bookings vs. shippings: A sales flash report primer Read more Ask the right questions about your IT strategy Read more Be aware of the tax consequences before selling your home Read more Individual tax calendar: Important deadlines for the remainder of 2018 Read more Can you claim your elderly parent as a dependent on your tax return? Read more Home-related tax breaks are valuable on 2017 returns, will be less so for 2018 Read more Casualty losses can provide a 2017 deduction, but rules tighten for 2018 Read more Cost control takes a total team effort Read more Say, just how competitive is your business anyway? Read more 3 ways to supercharge your supervisors Read more Could your next business loan get “ratio’d”? Read more Don’t forget: 2017 tax filing deadline for pass-through entities is March 15 Read more Sec. 179 expensing provides small businesses tax savings on 2017 returns — and more savings in the future Read more Size of charitable deductions depends on many factors Read more What’s your mileage deduction? Read more 7 ways to prepare your business for sale Read more Tax credit for hiring from certain “target groups” can provide substantial tax savings Read more Small business owners: A SEP may give you one last 2017 tax and retirement saving opportunity Read more Tax deduction for moving costs: 2017 vs. 2018 Read more Families with college students may save tax on their 2017 returns with one of these breaks Read more TCJA temporarily lowers medical expense deduction threshold Read more Use benchmarking to swim with the big fish Read more Turning employee ideas into profitable results Read more Claiming bonus depreciation on your 2017 tax return may be particularly beneficial Read more State and local sales tax deduction remains, but subject to a new limit Read more Light a beacon to your business with a mission statement Read more Meals, entertainment and transportation may cost businesses more under the TCJA Read more Can you deduct home office expenses? Read more Your 2017 tax return may be your last chance to take the “manufacturers’ deduction” Read more Personal exemptions and standard deductions and tax credits, oh my! Read more New treatment of alimony under the new tax law Read more Whether home mortgage interest and home equity loan interest are deductible under the new law Read more $10,000 limit on state and local tax deduction under new tax law Read more New 20% deduction for qualified business (pass-through) income under new tax law Read more Corporate income tax rate drops to 21%, and individual rate brackets are modified under the new tax law Read more Not necessarily a luxury: Outsourcing Read more Making the right choice about your office space Read more New tax law gives pass-through businesses a valuable deduction Read more The TCJA temporarily expands bonus depreciation Read more Most individual tax rates go down under the TCJA Read more Find time for strategic planning Read more Tax Cuts and Jobs Act Read more Make New Year’s resolutions to improve profitability Read more Accrual-basis taxpayers: These year-end tips could save you tax Read more Tax planning critical when buying a business Read more Could captive insurance reduce health care costs and save your business taxes? Read more Accelerate your retirement savings with a cash balance plan Read more Why you should boost your 401(k) contribution rate between now and year end Read more The ins and outs of tax on “income investments” Read more Retirement savings opportunity for the self-employed Read more Could the AMT boost your 2017 tax bill? Read more You may need to add RMDs to your year-end to-do list Read more Don’t let “founder’s syndrome” impede your succession plan Read more How profitable are your customers? Read more Why you may want to accelerate your property tax payment into 2017 Read more Valuation often affects succession plans in hard-to-see ways Read more Reduce your 2017 tax bill by buying business assets Read more 4 ways to get (and keep) your business data in order Read more Find the right path forward with KPIs Read more Yes, you can undo a Roth IRA conversion Read more Ensuring a peaceful succession with a buy-sell agreement Read more Save more for college through the tax advantages of a 529 savings plan Read more 4 tough questions to ask before expanding to a new location Read more November 2017 Client Bulletin Read more December 2017 Client Bulletin Read more October 2017 Client Bulletin Read more September 2017 Client Bulletin Read more Material participation key to deducting LLC and LLP losses Read more February 2017 Client Bulletin Read more January 2017 Client Bulletin Read more December 2016 Client Bulletin Read more November 2016 Client Bulletin Read more October 2016 Client Bulletin Read more September 2016 Client Bulletin Read more August 2016 Client Bulletin Read more July 2016 Client Bulletin Read more June 2016 Client Bulletin Read more May 2016 Client Bulletin Read more April 2016 Client Bulletin Read more March 2016 Client Bulletin Read more February 2015 Client Bulletin Read more January 2016 Client Bulletin Read more December 2015 Client Bulletin Read more November 2015 Client Bulletin Read more October 2015 Client Bulletin Read more September 2015 Client Bulletin Read more August 2015 Client Bulletin Read more July 2015 Client Bulletin Read more June 2015 Client Bulletin Read more May 2015 Client Bulletin Read more April 2015 Client Bulletin Read more March 2015 Client Bulletin Read more TAX UPDATE – IRS Provides Relief for Small Businesses (2/27/15) Read more Tax Update for Businesses During the 2015 Filing Season (2/12/15) Read more February 2015 Client Bulletin Read more January 2015 Client Bulletin Read more December 2014 Client Bulletin Read more November 2014 Client Bulletin Read more October 2014 Client Bulletin Read more September 2014 Client Bulletin Read more August 2014 Client Bulletin Read more July 2014 Client Bulletin Read more June 2014 Client Bulletin Read more May 2014 Client Bulletin Read more April 2014 Client Bulletin Read more March 2014 Client Bulletin Read more February 2014 Client Bulletin Read more January 2014 Client Bulletin Read more December 2013 Client Bulletin Read more November 2013 Client Bulletin Read more October 2013 Client Bulletin Read more September 2013 Client Bulletin Read more July 2013 Client Bulletin Read more June 2013 Client Bulletin Read more May 2013 Client Bulletin Read more Load more