tax

Avoiding Excess Benefit Transactions: The Pitfalls of Dealing With Disqualified Persons

The IRS has released new guidance on excess benefit transactions (EBTs). So-called disqualified persons and organization managers who engage in such transactions with nonprofits face stiff excise taxes — also…

Key Tax Due Dates in 2024: Reporting 2023 Taxes and Estimating 2024 Tax Payments

Here are the current statutory due dates for tax reporting for the 2023 tax year. For calendar year tax returns reporting 2023 information that are due in 2024, the following…

Navigating the Standard Mileage Rates in 2024

Rather than keeping track of the actual cost of operating a vehicle, employees and self-employed taxpayers can use a standard mileage rate to compute their deduction related to using a…

2024 COLA Limits for Qualified Retirement Plans, Highly Compensated Employees, and Key Employees

Various employee plan benefit and contribution limitations are subject to cost of living adjustments (COLA).  The Internal Revenue Service has just released the new limits, which are effective as of…

Tax Fundamentals for Construction Businesses in the New Year

For construction business owners, the arrival of a new year should mean two things: high hopes for a busy twelve months and tax planning. Let’s focus on the latter with…

2024 Q1 Tax Calendar: Key Deadlines for Businesses and Other Employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2024. Keep in mind that this list isn’t all-inclusive, so there may…

A Company Car Is a Valuable Perk: But Don’t Forget About Taxes

One of the most appreciated fringe benefits for owners and employees of small businesses is the use of a company car. This perk results in tax deductions for the employer…

There Still May Be Time to Reduce Your Small Business 2023 Tax Bill

In the midst of holiday parties and shopping for gifts, don’t forget to consider steps to cut the 2023 tax liability for your business. You still have time to take…

Renting to Relatives? Beware of the Tax Pitfalls of Family Member Rentals

If you own residential real estate, you may be considering renting it to family members. As rents continue to rise in many parts of the country, renting property at a…

Does a Charitable Remainder Trust Belong in Your Estate Plan?

When it comes to tax-saving strategies, sometimes the current economic and financial environment can make one strategy more effective than another. That’s certainly the case with a charitable remainder trust…

Key 2024 Inflation-Adjusted Tax Parameters for Small Businesses and Their Owners

The IRS recently announced various inflation-adjusted federal income tax amounts. Here’s a rundown of the amounts that are most likely to affect small businesses and their owners. Rates and brackets…

Year-end Tax Planning Strategies for Businesses

As 2023 comes to a close, now is a good time for businesses to consider year-end moves that can help reduce their tax bills. Following are several ideas to consider.…

A Cost Segregation Study May Cut Taxes and Boost Cash Flow

Is your business depreciating over 30 years the entire cost of constructing the building that houses your enterprise? If so, you should consider a cost segregation study. It may allow…

Choosing a Business Entity: Which Way to Go?

If you’re planning to start a business or thinking about changing your business entity, you need to determine what will work best for you. Should you operate as a C corporation…

Did You Inherit a Retirement Account? Required Minimum Distribution Rules Apply

In December of 2019, the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) introduced a new 10-year rule for beneficiaries of retirement plans and IRA accounts, which…