January 2017 Client Bulletin
Our January 2017 client bulletin takes a look at handling hard-to-value IRAs with caution, the “other” exchange-traded funds, and profit-sharing plans for your small business.
Newsletters & Articles
New Version of Form I-9 Released
The U.S. Citizenship and Immigration Services (USCIS) has released a new version of Form I-9, which includes several helpful changes.
What is an 83(b) Election & Why Do My Entrepreneur Friends Keep Bringing It Up?
An 83(b) election can be an extremely useful tool to minimize the tax burden on an entrepreneur or team member at a startup who is compensated, at least in part, in stock or ownership interest in the company. We explore a few examples of how this election can make a big difference to a taxpayer’s bottom line.
No 1098-T? No Credit, No Deductions, No Excuses
Due to new IRS rules, taxpayers who have not received a form 1098-T showing tuition paid will not be eligible for a tax credit or deduction on their tax return.
December 2016 Client Bulletin
Check out our December 2016 client bulletin! This month we take a look at various aspects of seeking a stable retirement, tax on foreign stock funds, and automatic enrollment retirement plans!
New 1099 Filing Requirements – Earlier Deadlines & Significant Penalties
Beginning in 2017, there are important changes to the IRS Form 1099 filing and reporting requirements, including earlier due dates and the potential for significant penalties for late and incomplete filings.
How a Wedding Affects Your Tax Picture – Part I
It’s no secret that getting married can affect your taxes, but just how much of an effect will depend on your circumstances. In the first of this two-part series we explore some of the practical steps to take leading up to the wedding.
Can My Business Pay My Children a Bonus?
If your children work at your business, they’re entitled to be paid and the business is entitled to a deduction just like you would for anyone else, but what if you try to pay them a bonus?
Changes to Discounts When Valuing Businesses for Gift & Estate Purposes
The IRS has issued proposed regulations that can have significant effects on the valuation of closely-held business interests for gift and estate tax purposes. Here’s what you need to know in order to act before the rules change…
November 2016 Client Bulletin – Year-End Tax Planning Edition
This month’s client bulletin is all about year-end tax planning, including detailed looks into itemized deductions like state taxes paid, charitable contributions and medical expenses, as well as year-end planning for your retirement and for your business.