April 22, 2024 IRS Guidance On Tax Treatment Of Energy Efficiency Rebates The IRS has offered guidance regarding the tax treatment of energy efficiency rebates introduced by the Inflation Reduction Act. Read More
March 27, 2024 Update On Retirement Account Required Minimum Distributions The SECURE 2.0 law includes good news about required minimum distributions from tax-favored retirement accounts. But an earlier law contained … Read More
March 21, 2024 Don’t Skip Out On Planning For The GST Tax Are you looking for a quick refresher on the generation-skipping transfer tax? We’ve got you covered. Contact us with questions … Read More
March 21, 2024 Nonprofits: Take Another Look At Inflation Reduction Act Tax Breaks You’d be forgiven for ignoring tax breaks contained in the Inflation Reduction Act. After all, they won’t help tax-exempt organizations. … Read More
March 21, 2024 President Biden’s Proposed Budget Highlights His Tax Agenda President Biden has laid out his proposals for tax law changes in the fiscal year 2025 budget. Turn to us … Read More
February 27, 2024 Independent Contractor vs. Employee Status: The DOL Final Rule The deadline to comply with a new U.S. Dept. of Labor rule regarding worker classification is fast approaching. Is your … Read More
February 14, 2024 6 Ways Nonprofit Retirement Plans Are Changing The SECURE Act 2.0 made some important changes to 403(b) retirement plans, which typically are offered by nonprofits to their … Read More
January 25, 2024 2024 Tax Calendar Reference this tax calendar to learn the 2024 deadlines for various tax-related forms and payments. Read More
January 25, 2024 IRAs: Build A Tax-Favored Retirement Nest Egg How much can you save in an IRA this year and when do you have to start making withdrawals? Here … Read More
January 19, 2024 The IRS Unveils ERTC Relief Program for Employers The IRS’s new Voluntary Disclosure Program may provide employers relief from penalties related to ineligible Employee Retention Tax Credit claims. Read More
January 19, 2024 There’s A New Threshold For Electronically Filing Information Returns Businesses that file 10 or more information returns must now file them electronically. Read More
January 9, 2024 It’s Possible To Claim A Medical Expense Tax Deduction Out-of-pocket medical expenses can cost you a bundle. Can you deduct these expenses on your tax return? The requirements and … Read More
