November 7, 2019 FBAR Filing Requirements & Other Considerations for Taxpayers with Foreign Assets Directly owning assets abroad comes with special FBAR filing requirements in addition to the customary quarterly or annual IRS tax … Read More
November 4, 2019 How To Keep Track of Small Tools and Equipment How often are you replacing tools and other small equipment items? These assets may be lost by forgetful workers, damaged … Read More
November 4, 2019 Participant Corner: Three Tax Tips that Can Help as You Approach or Begin Retirement Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but … Read More
November 1, 2019 Keeping in Compliance: IRS Tips for Plan Sponsors The IRS offers useful tips for plan sponsors, helping you to stay compliant, informed and prepared to provide the best … Read More
October 30, 2019 IRA Charitable Donations Are An Alternative To Taxable Required Distributions There’s a tax-smart strategy for high-net-worth individuals over 70-1/2 years old who have IRAs and are charitably minded. Read More
October 18, 2019 The U.S. Department Of Labor Finalizes The New Overtime Rule The U.S. Department of Labor’s final overtime rule goes into effect on January 1, 2020. Will your company be ready? Read More
October 17, 2019 Use A Coverdell ESA To Help Pay College, Elementary & Secondary School Costs Are you looking for ways to save for your child’s or grandchild’s education? Or do you want to save for … Read More
October 15, 2019 How to Substantiate Business Expenses Accurately It may seem like one of those nagging jobs that no one really gets excited about, but thoroughly tracking expenses … Read More
October 14, 2019 Watch Out For Tax-Related Scams Have you received a text, letter, email or phone call purporting to be from the IRS? Don’t become the victim … Read More
October 9, 2019 IRS Issues Final QBI Real Estate Safe Harbor Rules The final safe harbor rules apply to tax years ending after December 31, 2017, and you have the option of … Read More
October 7, 2019 Avoid Excess Benefit Transactions And Keep Your Exempt Status Nonprofit board members who personally profit from decisions they’ve made or influenced risk the exempt status of their organizations. Learn … Read More
October 2, 2019 Take Advantage Of The Gift Tax Exclusion Rules With the annual federal gift tax exclusion, you can transfer substantial amounts free of gift taxes to your children and … Read More
