IRS Highlights New Warning Signs for Businesses Regarding the Employee Retention Credit

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In the wake of the COVID-19 pandemic, the Employee Retention Credit (ERC) emerged as a vital financial lifeline for businesses. However, as the IRS intensifies its scrutiny of ERC claims, it has unveiled five new warning signs that businesses…

Succession Planning for Baby Boomer Business Owners: Ensuring a Smooth Transition

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As Baby Boomer business owners approach retirement, planning for the future of their businesses becomes crucial. Succession planning is not just about finding a successor; it's about ensuring the continuity and success of the business you’ve…

Mastering Cash Flow: Strategies for Navigating Seasonal Slowdowns

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As the vibrant colors of fall give way to the chill of winter, many businesses brace for the inevitable seasonal slowdown. Whether it's the changing weather or the uncertainty of election cycles, these periods can pose significant challenges…

Hidden Tax Benefits: How Equitable Ownership Can Maximize Your Mortgage Interest and Tax Deductions

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 Article Highlights: Equitable Ownership Who Qualifies as an Equitable Owner? Tax Implications of Being an Equitable Owner Mortgage Interest Deduction Property Tax Deduction Examples of Equitable Ownership Examples Where…

Employee or Freelancer Navigating the Complex Landscape of Worker Classification  

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Article Highlights: The Fundamental Differences The Perils of Misclassification Section 530 Relief The Role of Form SS-8 States Impact on Classification Navigating Misclassification In the evolving landscape of the modern…

Making Home Improvements? You May Qualify for a Substantial Tax Credit

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Article Highlights Credit Percentage Specific Qualified Items and Per Item Annual Limits Components Subject To $1,200 Aggregate Credit Limit Components Subject To $2,000 Aggregate Credit Limit Annual Credit Limits, $1,200 vs.…

Tax-Free Weekends Guide: September – December 2024

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Looking to stretch your dollars further before the end of the year? Tax-free weekends offer a fantastic opportunity to save on essential purchases. From school supplies and clothing to technology and holiday gifts, these special state-sponsored…

Unexpected Windfall or Financial Pitfall? Navigating the Tax and Financial Consequences of Losing Your Job

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Article Highlights:  Severance Pay Unemployment Compensation Health Insurance COBRA Marketplace Employer Retirement Plans Repaying Retirement Plan Loans Moving and Home Sale Navigating the Financial Consequences Losing…

Stop Chasing Payments: QuickBooks’ Reminders Can Help You Get Paid Faster

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In 2021, QuickBooks introduced a set of reminder options designed to tackle one of the most pressing challenges for many businesses: getting customers to pay on time. If you haven't fully utilized these features yet, it's time to revisit them…

Surprising Tax Impact of Converting Your Traditional IRA to a Roth IRA

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Article Highlights: Understanding Traditional and Roth IRAs The Conversion Process Benefits of Converting Tax-Free Withdrawals No Required Minimum Distributions Estate Planning Advantages Pros and Cons of Converting …