News & Insights
Read the Latest Premium Financial Planning News
Planning for Year-End Gifts with the Gift Tax Annual Exclusion
October 22nd, 2021
|
Estate Planning |
High Net Worth |
Tax
As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the […]
READ MORE
EIDL Program Retooled for Still-Struggling Small Businesses
October 20th, 2021
|
COVID-19 Relief Services
For many small businesses, the grand reopening is still on hold. The rapid spread of the Delta variant of COVID-19 has mired a variety of companies in diminished revenue and […]
READ MORE
Employers Prepare for Year-End Reporting Requirements
October 20th, 2021
|
Accounting & Outsourced Solutions
The IRS has issued guidance to employers on year-end reporting for sick and family leave wages that were paid in 2021 to eligible employees under recent federal legislation. IRS Notice […]
READ MORE
Senator Wyden Releases Far-Reaching Partnership Taxation Proposals
October 20th, 2021
|
Tax
Senate Finance Committee Chair Ron Wyden, D-Ore., on September 10 unveiled a discussion draft of legislation that would significantly change the way passthrough entities, primarily partnerships, are taxed. Wyden made […]
READ MORE
Temporary 100% Business Meal Deduction Stimulates Restaurants, Provides Savings to Businesses
October 20th, 2021
|
Tax
In an effort to stimulate spending in an industry that was largely affected by the COVID pandemic, the Consolidated Appropriations Act introduced a 100-percent deduction for business meals purchased at […]