What's Ahead for Retirement Catch Up Contributions? The SECURE 2.0 Act made changes to catch-up contributions applicable to 401k, 403b, or 457b plans for participants age 50 and older, and whose income from the prior year exceeded $145k. More info HERE: https://t.co/JgFprhl9Wd
Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? Making a QCD can exclude up to $100k annually from gross income while helping your favorite charity. We discuss rules of QCDs HERE: https://t.co/b0ivrRuHJE
Protect Your Estate When The 2025 Sunset Sails In! The lifetime estate and gift tax exemption for 2023 is $12.92m. After 2025, it will fall back to $5m, unless Congress agrees to extend the higher amount. Click here for a list of flexible strategies: https://t.co/EwIT3ccuPI
Looking to Defer Capital Gains Taxes on Real Estate? A 1031 exchange is a tax-deferred exchange that allows real estate investors to defer capital gains taxes when selling one investment property for another.
Find out if it is right for you, HERE: https://t.co/TZnFyAIgqF
Has your teenager gone off to College? Don't let them leave home unprotected if they are 18 years of age! Find out what 5 legal documents college students need before they leave home! Contact us with questions at 561-672-3392 or [email protected].
D.O.L. proposes salaried employees at less than $55,000 yearly, or $1,059 weekly, is eligible for overtime. A jump from the current $35,568 per year! Worried about staying compliant? 60-day public comment period follows. Trust TFG Concierge, 561-209-1117 or [email protected].
Challenges in Human Resources got you stuck? Compliance, Employee Benefits, Payroll, Employee Onboarding/Training, Handbooks, Policies etc, can now be outsourced to TFG Concierge Corporate Services.
Contact Susan Kaplan at 561-209-1117 or [email protected]. https://t.co/9g0hmdhCqn
IRS IDENTITY THEFT LETTERS COMING BY SNAIL MAIL! Scammers often use stolen SSN to file fraud tax returns and collect refunds. Learn what to do if you get an IRS identity fraud letter HERE: https://t.co/OZ2G83j6Lc
#DisasterPreparedness A disaster of any sort, no matter the size of your biz, causes property damage, threatens your employees, & costs you customers & clean up fees. Follow our free & easy 5 step guide to plan ahead & stay safe, recover faster. https://t.co/gCVIJ0xmx1
Selling your home this summer? You may qualify to exclude all or part of any gain from the sale of a home from your income when filing your tax return. Tax Saving Tips here: https://t.co/GSiRNA0SR3
Cure your back to school blues! Save with Florida’s Back to School Sales Tax Holiday!
Surprise! This isn’t just for students. ALL shoppers can purchase qualifying items exempt from sales tax July 24th-August 6th, 2023. For more info, visit https://t.co/yUVr0Qwfcg
KEEP MORE PROFIT IN THE POCKET WITH MIDYEAR TAX PLANNING! Don’t wait till December when it's too late, focus on what you can do NOW, rather than trying desperately to find last-minute tax savings. HERE are 15 top ways for individuals & businesses to SAVE: https://t.co/cB2uIG043V