News & Insights
Inflation Reduction Act Doubles R&D Credit Payroll Tax Offset for Qualified Small Businesses
September 21st, 2022
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Business Tax Services |
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Tax |
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Cannabis |
Construction |
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High Net Worth |
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Small & Midsize Businesses
The Inflation Reduction Act (H.R. 5376), which President Biden signed into law on August 16, 2022, doubles the federal research and development (R&D) credit payroll tax offset for qualified small […]
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Your Estate Plan: Don’t Forget About Income Tax Planning
June 23rd, 2022
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Accounting & Outsourced Solutions |
Estate Planning |
Strategic Planning |
Tax |
Wealth Management |
High Net Worth |
Small & Midsize Businesses
As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate tax. Before 2011, a much […]
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Selling Mutual Fund Shares: What are the Tax Implications?
April 21st, 2022
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Financial & Retirement Planning |
High Net Worth |
Tax |
Wealth Management |
High Net Worth
If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. According to the Investment Company Institute, a survey found 58.7 million […]
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Congress Eyes Further Retirement Savings Enhancements
April 21st, 2022
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Financial & Retirement Planning |
High Net Worth |
Wealth Management |
High Net Worth
In 2019, the bipartisan Setting Every Community Up for Retirement Enhancement Act (SECURE Act) — the first significant legislation related to retirement savings since 2006 — became law. Now Congress […]
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Are You Ready for the 2021 Gift Tax Return Deadline?
March 21st, 2022
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High Net Worth |
Tax |
Wealth Management |
High Net Worth
If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2021 gift tax return. And in […]