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Tax Articles

 

2023 Year-End Tax Planning Guide - Tax Accounting Methods

2023 Year-End Tax Planning Guide - Tax Accounting Methods

Posted by Cheryl A. Jankowski on March 15, 2024

A taxpayer’s tax accounting methods determine when income is recognized and costs are deducted for income tax purposes. Many method changes require an application be filed with the IRS prior to the end of the year for which the change is requested.

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The Hidden Tax on Social Security Benefits

The Hidden Tax on Social Security Benefits

Posted by D’Marie Murray on March 12, 2024

It is important to know the nuances of how Social Security benefits are taxed, as many people wrongly think that these benefits are completely free from federal income tax.

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2023 Year-End Tax Planning Guide - Business Incentives & Tax Credits

2023 Year-End Tax Planning Guide - Business Incentives & Tax Credits

Posted by Kristin Re’ on March 12, 2024

Learn about refundable payroll tax credits, earning tax credit for increasing research activities, tax credit monetization and more in this guide covering business incentives and tax credits. 

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2023 Year-End Tax Planning Guide - State and Local Tax

2023 Year-End Tax Planning Guide - State and Local Tax

Posted by Mark Stack on March 06, 2024

With thousands of taxing jurisdictions, from school boards to counties and states, and many different types of taxes, state and local taxation is complex. Each tax type comes with its own set of rules — by jurisdiction — all of which require a different level of attention.

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Maximizing Tax Advantages: Research Credit and Payroll Taxes

Maximizing Tax Advantages: Research Credit and Payroll Taxes

Posted by Kristin Re’ on March 04, 2024

Commercial businesses can benefit from the research and payroll tax credits available through the Inflation Reduction Act.

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2023 Year-End Tax Planning Guide for Businesses - International Tax and Transfer Pricing

2023 Year-End Tax Planning Guide for Businesses - International Tax and Transfer Pricing

Posted by Mark Janulewicz on February 27, 2024

This guide examines international tax planning circumstances, foreign tax credit considerations, and more as businesses plan for the year end and the coming year.

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Maximizing Unused 529 Plan Funds: The 529-to-Roth IRA Transfer Option

Maximizing Unused 529 Plan Funds: The 529-to-Roth IRA Transfer Option

Posted by Bradley Bach on February 27, 2024

Effective in January 2024, you can move funds that are not used in a 529 plan to a Roth IRA for the same beneficiary, with no tax or penalties.

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Strategies for Tax-Efficient Cash Withdrawals from Your Corporation

Strategies for Tax-Efficient Cash Withdrawals from Your Corporation

Posted by Megan Morris-Smith on February 26, 2024

Dividends paid out by a corporation are taxable to shareholders, however there are strategies to extract cash from your closely held corporation without dividend treatment. These strategies include reasonable compensation, fringe benefits, capital repayments, loans, and property sales. 

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Marrying Estate and Family Business Succession Planning

Marrying Estate and Family Business Succession Planning

Posted by Cheryl A. Jankowski on February 22, 2024

Ensure your family's future by properly planning the succession of your closely held business. Separate ownership and management to secure the business’s legacy. Transfer assets early to minimize estate tax liability.

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The Value of a Special Needs Trust

The Value of a Special Needs Trust

Posted by Amanda Wojtkowski on February 15, 2024

Special needs trusts (SNTs) benefit children or other family members with disabilities that require extended-term care or that prevent them from being able to support themselves.

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