Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones

, ,
Article Highlights: Educational Gifts: A Gift for the Future Retirement Contributions: A Gift with Long-Term Benefits Gifts to Spouses: Supporting Self-Employment Gifts to Spouses: Qualifying Clean Vehicle Employee Gifts: Navigating…

How Qualified Small Business Stock Can Maximize Your Investment Returns

, ,
Article Highlights:  Gain Exclusion Benefits of Sec 1202 QSBS Qualifications for Sec 1202 QSBS Limitations of Sec 1202 QSBS Holding Period Requirements Determining the 5-Year Holding Period Investor Exclusion Limits Rollover…

Maximizing Your Retirement Savings: Strategies for Late Starters

As a baby boomer, you may find yourself approaching retirement with less savings than you'd hoped. Whether due to economic fluctuations, personal circumstances, or simply the demands of life, many late starters face this challenge. However,…

How to Prepare for Your Year-End Financial Review: A Guide for SMBs

, ,
As the year draws to a close, it’s time to take stock of your business’s financial health. A year-end financial review isn't just a box to check—it’s a crucial opportunity to assess your profit and loss, evaluate growth potential, and…

IRS Provides Relief for Hurricane Helene Victims

Article Highlights: Hurricane Helene Affected States. Who Qualifies for Relief. Filing and Payment Relief Relief Start Dates. Relief Period Ending Date. IRS Address of Record Address Outside the Disaster Area Additional…

Managing Contractor Payments and 1099s the Easy Way with QuickBooks Online

The surge in self-employment and small businesses during the COVID-19 pandemic led to millions of new entrepreneurs, many of whom had to quickly learn how to manage their finances, especially when it came to taxes and compensation. Now, nearly…

Special Provisions for Qualified Performing Artists’ Employee Business Expense Deductions

Article Highlights The World of Performing Arts Understanding the Basics Qualifications for Performing Artists Special Considerations for Married Performers Maintain Adequate Records Types of Deductible Expenses Recordkeeping…

How Community Property Laws Impact Beneficial Ownership for Spouses

Article Highlights: Background of the Corporate Transparency Act Reporting Requirement Beneficial Ownership Community Property Laws and Beneficial Ownership Spouses and Beneficial Ownership Reporting Implications for Reporting…

Snails in Skyscrapers and David Beckham: The Strangest Tax Avoidance Schemes in History

Tax avoidance is a tale as old as, well, taxes themselves, with individuals and companies constantly seeking creative (and often strange) ways to reduce their liabilities. While most of us rely on accountants to help find wholly legal deductions,…

Important October 2024 Due Dates

,
October 2024 Individual Due Dates October 10 - Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during September, you are required to report them to your employer on IRS Form 4070 no later…