Not your average tax and accounting firm.
Considering gifting your IRA to charity and finding it difficult to learn more about it? That’s because their are some complications to the IRA to Charity distribution provision that are just now coming to light. Let us explain more… Required Minimum Distribution (RMD) Provisions Changed Due to COVID Individuals are required to begin taking distributions …
Complications to the IRA To Charity Distribution ProvisionRead More
Beware of Scammers – it’s a message we repeat every year. (But we talk about it because it’s needed!) Every year our clients and taxpayers across the US lose money from these thieves. The newest ploy is from phone scammers (and email scammers) who claim they are from fake charity organizations. They then ask for …
Need a current 2021 tax planning checklist to ensure you’re prepared for the next tax year? We have you covered! All too often, taxpayers wait until after the close of the tax year to starting thinking about their taxes. Thus miss opportunities that could significantly reduce their tax liability or (better!) financially benefit them. Mid-year …
Looking for tax advantages of home ownership in 2021? If you are you planning to buy a home or upgrade from your existing one there are benefits that could help your tax burden. There are tax benefits for refinancing your mortgage as well. Watch the video to discover some home ownership tax advantages, as well …
Keep up to date with the latest news for taxpayers and small business owners. These headlines reflect the top changes in tax law that could affect the taxes and finances of the majority of our clients. Check back to stay informed on the top headlines, law changes, tax proposals, and much more. Here are some …
Live Updates: The Latest News for Taxpayers and Small Business OwnersRead More
Higher Education Tax Credits can help offset the expensive cost for college and other learning institutions. Do you have a student attending university? Or perhaps your child is soon graduating from high school? Either way, you may want to learn more about these federal tax credits that can help. In this video, we will discuss …
Video Tip: A Quick Look into Higher Education Tax CreditsRead More
Long term care benefits are soon to be funded, in part, by a payroll tax in Washington state. The Long-Term Services and Supports Trust Program (LTSS Program), now called the WA Cares Fund, is designed to help pay for long-term care of Washington residents. To summarize: Starting January 1, 2022, a 0.58% premium assessment will …
New Mandated Payroll Tax to Pay for Long Term Care Benefits in Washington StateRead More
Considering the SEP retirement plan as an option? Like many small business owners, you probably find yourself very busy in the wake of the COVID slowdown. But that is not a valid reason to neglect your future. Especially as there are a number of retirement plans available, including Keogh plans and 401(k)s. However all in …
Need to know more about medical practice financing? This guide should help! Whether you are a physician with a well-established medical office, or you’ve just completed your residency and are starting out, obtaining funding for a medical practice is different from applying for a standard business or personal loan. While the differences do not mean …
Everything You Need To Know About Medical Practice FinancingRead More
