August 2023

Unpacking the Tax Credit Hype: Passing the Tests for the Employee Retention Credit

B2C, Blog, Business Strategies, Individual Strategies /

Step one on the journey to claiming the Employee Retention Credit is to steer clear of the “ERC mills” blasting their messaging across social media, radio ads, and roadside billboards. Their grand promises state things like: “Get $26,000 per employee through the Employee Retention Credit!” Unfortunately, these mills provide very few details on how to […]

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Qualifying for the Employee Retention Credit: Three Tests to Earn the ERC

B2B, Blog, Business Strategies, Individual Strategies /

As we mentioned in our last blog, small business owners can see major benefits from the Employee Retention Credit with a little expert guidance. Unfortunately, many taxpayers have seen endless promotions from “ERC mills” proclaiming promises like “Get $26,000 per employee through the Employee Retention Credit!” Unfortunately, these mills provide very few details on how

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Unpacking the Tax Credit Hype: Which Employers Qualify for the Employee Retention Credit?

B2C, Blog, Business Strategies, Individual Strategies /

“Get $26,000 per employee through the Employee Retention Credit!” Messages like this have been popping up across social media, radio ads, and even roadside billboards. Swarms of “ERC mills” have been making grand promises to taxpayers—but they provide very few details on how to ensure you actually qualify for this lucrative tax credit.  Before you

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Qualifying for the Employee Retention Credit: Who is an Eligible Employer

B2B, Blog, Business Strategies, Individual Strategies /

Taxpayers have been pummeled by the same eye-catching ads all tax season: “Get $26,000 per employee through the Employee Retention Credit!” Messages like this have been appearing across social media, radio ads, and even roadside billboards. These “ERC mills” make grand promises but provide very few details on how to actually qualify for this lucrative

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Planning for Tax-Free Investments: How to Secure the 0% Capital Gains Tax Rate

B2C, Blog, Business Strategies, Individual Strategies /

First-time investors can make the mistake of focusing all their attention on the potential of the investment itself—whether that is real property, stocks, or something else entirely. However, without advance planning, taxes can subtract a large chunk of your profits. Savvy investors make decisions with the tax implications in mind, and use timing to their

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Tax Strategies for Investments: Securing the 0% Capital Gains Tax Rate

B2B, Blog, Business Strategies, Individual Strategies /

First-time investors may spend a great deal of time and effort researching the best possible investment opportunities—but fail to take into consideration the tax consequences. What they may not know is that spending just a portion of that time on tax planning can save some or even all of their profits from taxation. Whether your

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