Resources

At SD Mayer, we pride ourselves on equipping clients with the tools that will help you achieve your financial goals—whether individually or for your business. We keep our pulse on the ever-changing financial landscape, and our advisors are always cultivating new tax and wealth management resources. Whether you’re looking for information about retirement, college planning, taxes, portfolios, audits, or any money matters in between, we have an expert on hand who can bring you the most dynamic thought leadership in the industry. We invite you to explore our extensive knowledgebase here and, if you still have unanswered questions or would like to set up an initial consultation with one of our financial experts, get in touch with us online. We’d love to hear from you.

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SDM Accounting Insights: Uncle Sam May Provide Relief from College Costs on Your Tax Return
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  • SDM Accounting Insights: Uncle Sam May Provide Relief from College Costs on Your Tax Return

    SDM Accounting Insights: Uncle Sam May Provide Relief from College Costs on Your Tax Return

    Oct 1, 2019 •

    We all know college is expensive. Fortunately, there are two sizable federal tax credits for higher education costs that you may be able to claim. The American Opportunity credit generally provides the biggest benefit to most taxpayers. It offers a maximum benefit of $2,500. But it phases out based on…

  • SDM Accounting Insights: Corporate Governance in the 21st Century

    SDM Accounting Insights: Corporate Governance in the 21st Century

    Oct 1, 2019 •

    The purpose of a corporation has shifted to reflect modern concerns. Instead of focusing exclusively on maximizing shareholder value, the Business Roundtable’s updated Principles of Corporate Governance recognizes the importance of employees, suppliers, customers, lenders and communities to building long-term corporate value. The statement urges companies to adopt sustainable business…

  • SDM Accounting Insights: Expenses That Teachers Can and Can’t Deduct on Their Tax Returns

    SDM Accounting Insights: Expenses That Teachers Can and Can’t Deduct on Their Tax Returns

    Oct 1, 2019 •

    As teachers head back to school, they often pay expenses for which they don’t receive reimbursement. Fortunately, they may be able to deduct some of them on their tax returns. You don’t have to itemize your deductions to claim this “above-the-line” tax break. For 2019, educators can deduct up to…

  • SDM Accounting Insights: Nonprofits: How to Invest in an Investment Advisor

    SDM Accounting Insights: Nonprofits: How to Invest in an Investment Advisor

    Sep 13, 2019 •

    Investment advisors aren’t just for large not-for-profits. Even smaller nonprofits with modest endowments can benefit from hiring an investment manager. Ask peer organizations and board members to suggest qualified individuals with nonprofit endowment experience. Candidates should submit detailed proposals about how they’d manage your nonprofit’s money and their preferred compensation…

  • SDM Accounting Insights: Taking Distributions From Your Traditional IRA

    SDM Accounting Insights: Taking Distributions From Your Traditional IRA

    Sep 13, 2019 •

    If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (or a SEP-IRA). It’s critical to carefully plan for withdrawals. For example, if you need to take money out of your traditional IRA before age 59-1/2, the distribution will generally be taxable.…

  • SDM Accounting Insights:  What to Expect During a Franchise Audit

    SDM Accounting Insights: What to Expect During a Franchise Audit

    Sep 13, 2019 •

    Does your franchise agreement include an audit provision? These routine “check-ups” help evaluate whether owner-operators are embracing your business model and complying with the terms of the franchise agreement. For example, are franchisees shortchanging you on royalty payments, using unauthorized suppliers, skipping background checks on new hires or skimping on…

  • SDM Accounting Insights: Don’t Flood Email Inboxes with Excessive Communications

    SDM Accounting Insights: Don’t Flood Email Inboxes with Excessive Communications

    Aug 20, 2019 •

    If you send all of your not-for-profit’s email communications to every donor, volunteer, corporate sponsor and media member, some are likely to tune out or even unsubscribe from your list. You can’t afford to chip away at this valuable resource! Email segmentation can help get the right messages to the…

  • SDM Accounting Insights: The “Kiddie Tax” Hurts Families More Than Ever

    SDM Accounting Insights: The “Kiddie Tax” Hurts Families More Than Ever

    Aug 20, 2019 •

    Congress created the “kiddie tax” to discourage parents from putting investments in their children’s names to save tax. Over the years, it has gradually affected more families because the age at which it generally applies was raised to children under age 19 and full-time students under age 24 (unless the…

  • SDM Accounting Insights: Making Your Nonprofit’s Special Event Profitable

    SDM Accounting Insights: Making Your Nonprofit’s Special Event Profitable

    Jul 31, 2019 •

    As in the for-profit world, sometimes not-for-profits need to spend money to make money. This is particularly true when it comes to fundraisers. At the same time, it’s critical that you make a budget and stick to it. Estimate expenses for such items as facility rental, food and drinks and…

  • SDM Accounting Insights: The “Nanny Tax” Must Be Paid For More Than Just Nannies

    SDM Accounting Insights: The “Nanny Tax” Must Be Paid For More Than Just Nannies

    Jul 31, 2019 •

    You may have heard of the “nanny tax.” But even if you don’t employ a nanny, it may apply to you. Hiring a housekeeper or other household employee (who isn’t an independent contractor) may make you liable for federal income tax, Social Security and Medicare (FICA) tax and federal unemployment…

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