News & Insights
Year-End Spending Package Tackles Retirement Planning, Conservation Easements
January 3rd, 2023
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Financial & Retirement Planning |
Tax |
Wealth Management
On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important new laws that could affect your financial planning: the Setting […]
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2023 Q1 Tax Calendar: Key Deadlines for Businesses and Other Employers
December 20th, 2022
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Business Tax Services |
Tax
Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may […]
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Do You Qualify for the QBI Deduction? And Can You Do Anything by Year-End to Help Qualify?
December 20th, 2022
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Business Tax Services |
Tax
If you own a business, you may wonder if you’re eligible to take the qualified business income (QBI) deduction. Sometimes this is referred to as the pass-through deduction or the […]
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Year-End Giving to Charity Or Loved Ones
November 30th, 2022
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Tax
The holiday season is here and many people plan to donate to their favorite charities or give money or assets to their loved ones before the end of the year. […]
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Intangible Assets: How Must the Costs Incurred be Capitalized?
November 28th, 2022
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Tax
These days, most businesses have some intangible assets. The tax treatment of these assets can be complex. What makes intangibles so complicated? IRS regulations require the capitalization of costs […]