tax

Warning to Investors: Beware the Wash Sale Rule When Harvesting Losses

For investors, a popular year-end tax planning strategy is to “harvest” investment losses. This strategy allows you to offset investment gains plus up to $3,000 in wages or other ordinary…

5 Year-End Tax Planning Strategies for Businesses

Tax planning should be a year-round endeavor, not a year-end afterthought. Many of the most effective tax strategies for businesses require months of preparation. Nevertheless, as the end of the…

Is a PTET Election Right for Your Construction Company?

Businesses structured as partnerships, S corporations or limited liability companies generally aren’t subject to the federal corporate income tax. This is because tax liability “passes through” such entities to each business…

From Flights to Meals: A Guide to Business Travel Tax Deductions

As a business owner, you may travel to visit customers, attend conferences, check on vendors and for other purposes. Understanding which travel expenses are tax deductible can significantly affect your…

How Can You Build a Golden Nest Egg if You’re Self-Employed?

If you own a small business with no employees (other than your spouse) and want to set up a retirement plan, consider a solo 401(k) plan. This is also an…

The Expiration of the TCJA: Impacts on the Construction Industry

The Tax Cuts and Jobs Act (TCJA), enacted in December 2017, introduced several significant provisions that have influenced various sectors, including the construction industry. As key provisions approach their expiration…

Employers: In 2025, the Social Security Wage Base Is Going Up

As we approach 2025, changes are coming to the Social Security wage base. The Social Security Administration recently announced that the wage base for computing Social Security tax will increase…

Advantages of Keeping Your Business Separate From Its Real Estate

Does your business require real estate for its operations? Or do you hold property titled under your business’s name? It might be worth reconsidering this strategy. With long-term tax, liability…

2024 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 2024. Keep in mind that this list isn’t all-inclusive, so there may…

Help Ensure Your Partnership or LLC Complies With Tax Law

When drafting partnership and LLC operating agreements, various tax issues must be addressed. This is also true of multi-member LLCs that are treated as partnerships for tax purposes. Here are…

Tax Tips: September/October 2024

Matching Roth contributions: potential pitfalls The SECURE 2.0 Act added an option for employees who receive matching contributions from their employers to their 401(k) plans or other qualified plans. If…

Are Energy-Efficient Home Improvement Rebates Taxable?

The Inflation Reduction Act (IRA) expanded several existing tax incentives — and created some new ones — for homeowners who “go green.” Among the new incentives are two IRA-funded Department…

Undoing an ILIT Is Possible in Certain Situations

Owning a life insurance policy can provide peace of mind that your family’s financial well-being will be taken care of after you’re gone. It’s generally a good idea to set…

A Captive Can Reduce Your Insurance Costs – And Your Tax Bill

In the current business environment, many companies are finding it difficult — or prohibitively expensive — to secure the insurance coverage they need. One solution that may be worth exploring…

Reasons an LLC Might Be the Ideal Choice for Your Small to Medium-Size Business

Choosing the right business entity is a key decision for any business. The entity you pick can affect your tax bill, your personal liability and other issues. For many businesses,…