June 2018 Client Bulletin
Our June client bulletin takes a look at how small businesses cope with summer vacations, the IRS giving a thumbs up on home equity deductions, and how a retirement bucket plan can help navigate a volatile market.
small business
February 2018 Client Bulletin
Our February 2018 client bulletin takes a look at solving the annuity puzzle, deducting employee business expenses, and insuring key people at small companies.
What’s With This 20% Deduction on Pass-Through Income and Will It Help Me?
The 20% Pass-Through Income Deduction introduced by the new tax law may help you to reduce your taxes, but it is fraught with limitations, phase-outs and criteria. Find out if your business qualifies for this new, and potentially lucrative, deduction.
December 2017 Client Bulletin
Check out our December client bulletin for a look at asset management fees, Roth IRA reversals and year-end thank you gifts from business owners.
November 2017 Client Bulletin
Our November client bulletin is all about year-end tax planning! Check it out for a look at planning for investors, retirement, charitable donations, small business and more!
What is a “closing of the books” election, and how can it help allocate income or loss in an S-Corp after a shareholder is bought out?
An S-Corp is a popular structure to use for a small business. However, despite having many positive features, an S-Corp is a highly inflexible structure with many limitations. One such limitation is the way in which income or loss can be allocated to the shareholders.
February 2017 Client Bulletin
Our February 2017 client bulletin takes a look at after-tax dollars in traditional IRAs, options for long-term care products, and a case for defined benefit plans for (very) small companies.
Kickstarting the Right Way – The Taxation of Crowdfunding
While the IRS hasn’t issued final regulations on how crowdfunding arrangements should be taxed, we review the guidelines that can be followed to make sure you stay on the right track.
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.
Choosing the Right Type of Business
CHOOSING THE RIGHT TYPE OF BUSINESS ENTITY IS AN IMPORTANT DECISION If you are forming a small business, you face several choices: Sole Proprietorship, Partnership, C-corporation, S-corporation, Limited Liability Partnership and Limited Liability Company. Here are the basics. When you … Continued