Tax Advantages of IRS Form 3115 – Request to Change…
What is Form 3115? According to the IRS, the form is filed “to request a change in either an overall
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Commonly Asked Section 139 Plan Questions
Is there a cap on how much an employer can provide to an employee as a qualified disaster payment? No,
Qualified Disaster Payments and Code Section 139
What is a Qualified Disaster Payment? During these challenging times, laws have been passed to create relief for businesses and
TCJA’s Change in Definition of Small Business & What it Means for Clients
Did you know? The Tax Cuts and Jobs Act has amended the definition of a small business (Code Section 448).
How to Protect Your Client’s Retirement
Income taxes are one area where your clients can make a substantial number of mistakes when planning for retirement. Many
How to Decrease Your Payroll Taxes with a Common Paymaster
Today’s large businesses are often comprised of many different companies such as subsidiaries in various locations. If some employees work
Tax Secrets Most Financial Advisors Forget to Tell Their Clients
If your clients are investing for retirement income, it pays to focus on tax savings to get them there quickly.
Save Tax Dollars through Upstreaming
Upstreaming is a tried and true method of saving on taxes by skillfully moving income from one subsidiary to its
Reassessing Some SALT Deduction Workarounds
In the runup to the 2017 tax reform package, the State And Local Tax deduction “loophole” fell into the crosshairs.
Sole Proprietorships and Corporations: Do Clients Understand the Difference?
Sole Proprietors and Corporations Have you noticed? Small businesses have been populating the business landscape in clusters? They represent all
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