tax

Nonprofits: Take Another Look at Inflation Reduction Act Tax Breaks

When the Inflation Reduction Act (IRA) became law in late 2022, you might have assumed that the tax breaks it contained wouldn’t affect your tax-exempt organization. That’s not the case.…

Tax Tips: March/April 2024

Short-term rentals may offer tax-free income Opportunities to earn tax-free income are few and far between, but one often overlooked strategy allows you to do just that by renting out…

Bartering Is a Taxable Transaction Even if No Cash Is Exchanged

If your small business is strapped for cash (or likes to save money), you may find it beneficial to barter or trade for goods and services. Bartering isn’t new —…

Share Your Values With the Use of an Incentive Trust

Investor Warren Buffett once said that the ideal inheritance is “enough money so that they feel they could do anything, but not so much that they could do nothing.” Indeed,…

Considering Home Improvements? Tax Credits Can Make Going Green Easier

If you’re planning improvements that will boost your home’s energy efficiency, be sure to consider tax incentives that may offset some of the cost. The Inflation Reduction Act (IRA), signed…

Deducting Business Travel Expenses: A Refresher

During the COVID-19 pandemic, business travel nearly came to a halt. Today, it’s on the rebound, as “Zoom-fatigued” executives craving face-to-face interaction hit the road again. With more people getting…

Maximize the QBI Deduction Before It’s Gone

The qualified business income (QBI) deduction is available to eligible businesses through 2025. After that, it’s scheduled to disappear. So if you’re eligible, you want to make the most of…

Tax-Wise Ways to Take Cash From Your Corporation While Avoiding Dividend Treatment

If you want to withdraw cash from your closely held corporation at a low tax cost, the easiest way is to distribute cash as a dividend. However, a dividend distribution…

What’s the Best Accounting Method Route for Business Tax Purposes?

Businesses basically have two accounting methods to figure their taxable income: cash and accrual. Many businesses have a choice of which method to use for tax purposes. The cash method…

9 Tax Considerations if You’re Starting a Business as a Sole Proprietor

When launching a small business, many entrepreneurs start out as sole proprietors. If you’re launching a venture as a sole proprietorship, you need to understand the tax issues involved. Here…

Update on IRS Efforts to Combat Questionable Employee Retention Tax Credit Claims

The Employee Retention Tax Credit (ERTC) was introduced back when COVID-19 temporarily closed many businesses. The credit provided cash that helped enable struggling businesses to retain employees. Even though the…

Tax Tips – January/February 2024

IRS delays Roth catch-up requirement for two years If you’re 50 or older, you can make an additional $7,500 in “catch-up” contributions to 401(k) and similar plans. However, under SECURE…

Saving Made Easy: Set Aside Funds for Your Children With Custodial Accounts

Are you seeking options for helping your minor-aged child save for college or other expenses in a tax-efficient manner? A custodial account may be the answer. In a nutshell, it’s…

Are You Liable for Net Investment Income Tax? Learn Strategies to Reduce the Risk

During the last several years, the 3.8% net investment income tax (NIIT) has ensnared a steadily increasing number of taxpayers. Why? Because when the tax was enacted 11 years ago…

Tax-Favored Qualified Small Business Corporation Status Could Help You Thrive

Operating your small business as a Qualified Small Business Corporation (QSBC) could be a tax-wise idea. Tax-free treatment for eligible stock gains QSBCs are the same as garden-variety C corporations…