tax

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…

Maximizing Tax Savings Through Home Energy Improvements: A Guide to Energy Credits

In an era of growing environmental awareness and increasing energy costs, the U.S. government is incentivizing homeowners to make energy-efficient upgrades to their residences. Beginning in tax year 2023 there…

New Per Diem Business Travel Rates Kicked In on October 1

Are employees at your business traveling and frustrated about documenting expenses? Or perhaps you’re annoyed at the time and energy that goes into reviewing business travel expenses. There may be…

The Social Security Wage Base for Employees and Self-Employed People Is Increasing in 2024

The Social Security Administration recently announced that the wage base for computing Social Security tax will increase to $168,600 for 2024 (up from $160,200 for 2023). Wages and self-employment income…

How IRS Auditors Learn About Your Business Industry

Ever wonder how IRS examiners know about different industries so they can audit various businesses? They generally do research about specific industries and issues on tax returns by using IRS…

What types of expenses can’t be written off by your business?

If you read the Internal Revenue Code (and you probably don’t want to!), you may be surprised to find that most business deductions aren’t specifically listed. For example, the tax…

2023 Q4 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 fourth quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may…

Could your construction business qualify for an energy-efficient tax deduction?

Section 179D of the Internal Revenue Code allows a deduction for the cost of energy-efficient improvements to new or existing commercial buildings, as well as certain residential rental buildings. Originally…

Tax Tips: September/October 2023

Watch out for accumulated earnings tax Corporations have an incentive to retain earnings, rather than distribute them to shareholders, to avoid, or at least delay, double taxation. The accumulated earnings…

Even single people without children need an estate plan

Estate planning is important for everyone. This is equally true for single individuals without children. While the law makes certain assumptions involving a married couple regarding financial and medical decisions…