tax

Businesses: The Form W-2 and 1099-NEC Deadline Is Coming up Fast

With the 2025 tax filing season underway, be aware that the deadline is coming up fast for businesses to submit certain information returns to the federal government and furnish them…

Tax Tips: January/February 2025

Underpay your 2023 taxes? Consider filing an amended tax return Should you file an amended income tax return for 2023? Each situation should be decided on its own merits. But…

Family Matters: Special Estate Planning Is Necessary if You’re a Non-U.S. Citizen

U.S. citizens are subject to federal gift and estate taxes on transfers of their assets during life (via gift tax) or at death (via estate tax). However, they enjoy certain…

Handle Your IRA Rollovers With Care

There are many good reasons for rolling over funds from one IRA to another — or from a 401(k) plan or other employer retirement plan to an IRA. Perhaps you…

Small Business Strategy: A Heavy Vehicle Plus a Home Office Equals Tax Savings

New and used “heavy” SUVs, pickups, and vans placed in service in 2025 are potentially eligible for big first-year depreciation write-offs. One requirement is you must use the vehicle more…

Managing the Business Interest Deduction Limitation

At one time, businesses were able to claim a tax deduction for most business-related interest expenses. But that changed with the enactment of the Tax Cuts and Jobs Act (TCJA).…

Key Tax Due Dates in 2025: Reporting 2024 Taxes and Estimating 2025 Tax Payments

Here are the current statutory due dates for tax reporting for the 2024 tax year. For calendar year tax returns reporting 2024 information that are due in 2025, the following…

How Section 1231 Gains and Losses Affect Business Asset Sales

When selling business assets, understanding the tax implications is crucial. One area to focus on is Section 1231 of the Internal Revenue Code, which governs the treatment of gains and…

Operating as a C Corporation: Weigh the Benefits and Drawbacks

When deciding on the best structure for your business, one option to consider is a C corporation. This entity offers several advantages and disadvantages that may significantly affect your business operations…

Employee Retention Credit Update: What You Need to Know About ERC Processing

The federal Employee Retention Credit (ERC) was created by the IRS during the COVID-19 pandemic. It seemed to offer a lifeline to many nonprofits struggling to keep employees on board…

The Tax Treatment of Intangible Assets

Intangible assets, such as patents, trademarks, copyrights and goodwill, play a crucial role in today’s businesses. The tax treatment of these assets can be complex, but businesses need to understand…

Drive Down Your Business Taxes With Local Transportation Cost Deductions

Understanding how to deduct transportation costs could significantly reduce the tax burden on your small business. You and your employees likely incur various local transportation expenses each year, and they…

Healthy Savings: How Tax-Smart HSAs Can Benefit Your Small Business and Employees

As a small business owner, managing health care costs for yourself and your employees can be challenging. One effective tool to consider adding is a Health Savings Account (HSA). HSAs…

Will Your Estate Plan Be Challenged After Your Death?

A key reason for creating an estate plan is gaining the peace of mind that your family will be taken care of after your death. The last thing you want…

Tax Tips: November/December 2024

Navigating business-vehicle expense deductions can be tricky If you operate a business, you can generally deduct expenses for the business-related use of your personal vehicle. There are two ways to…