June 25, 2024 TCJA: Tax Provisions Are Scheduled to Expire What’s on the tax horizon as many Tax Cuts and Jobs Act provisions get closer to their scheduled expiration date? … Read More
June 19, 2024 SECURE 2.0 Act Provisions for 2024 Explained Now is the time to get up to speed on 2024 SECURE 2.0 changes. Here are several to consider. Contact … Read More
May 15, 2024 When Do Valuable Gifts To Charity Require An Appraisal? If you donate valuable assets to charity and don’t follow certain requirements, the charitable tax deduction may be denied. Here … Read More
May 9, 2024 Fed Expands Overtime Pay, Ban Most Noncompete Agreements Two new federal rules regarding overtime pay and noncompete agreements have recently been adopted. Read More
May 2, 2024 IRS Extends Relief For Inherited IRAs If you’ve inherited an IRA, you need to know about the latest IRS guidance. We’ll continue to keep you informed … Read More
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
