News & Insights
IRS Issues Final Regulations on Inherited IRAs
July 30th, 2024
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Financial & Retirement Planning |
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The IRS has published new regulations relevant to taxpayers subject to the “10-year rule” for required minimum distributions (RMDs) from inherited IRAs or other defined contribution plans. The final regs, […]
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IRS Ramps Up Compliance Enforcement Against Certain Businesses
July 22nd, 2024
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Business Tax Services |
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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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Team Member Spotlight: Amber Rathbun
July 19th, 2024
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By Amber Rathbun |
Our Team |
Tax |
Nonprofit |
Small & Midsize Businesses
Amber Rathbun, CPA, Senior Manager, provides tax support to individuals, nonprofits, and for-profit businesses and is an active member of Maner Costerisan’s nonprofit team. She cares deeply about her colleagues […]
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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 |
Small & Midsize Businesses
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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Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
July 17th, 2024
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Financial & Retirement Planning |
High Net Worth |
Wealth Management |
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If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making […]