News & Insights
Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give
December 20th, 2024
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By Steven Guipe |
Business Tax Services |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Succession Planning |
Tax |
Tax Credits |
Wealth Management
Giving to organizations and charities that are impactful in your community or around the globe is a cornerstone of leadership and success. Not only are you supporting impactful work, but […]
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IRS Ramps Up Compliance Enforcement Against Certain Businesses
July 22nd, 2024
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Business Tax Services |
Tax |
Tax Credits
The Inflation Reduction Act provided the IRS with billions of dollars of additional funding to reduce the so-called “tax gap” between what taxpayers owe and what they actually pay. The […]
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If Your Business Has Co-Owners, You Probably Need A Buy-Sell Agreement
July 19th, 2024
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Business Tax Services |
Tax
Are you buying a business that will have one or more co-owners? Or do you already own one fitting that description? If so, consider installing a buy-sell agreement. A well-drafted […]
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Coordinating Sec. 179 Tax Deductions with Bonus Depreciation
April 11th, 2024
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Business Tax Services |
Tax
Your business should generally maximize current year depreciation write-offs for newly acquired assets. Two federal tax breaks can be a big help in achieving this goal: first-year Section 179 depreciation deductions […]
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Maximize the QBI Deduction Before It’s Gone
March 13th, 2024
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Business Tax Services |
Tax
The qualified business income (QBI) deduction is available to eligible businesses through 2025. After that, it’s scheduled to disappear. So if you’re eligible, you want to make the most of […]