Your life is complex,we can make it simpler. Our proactive, forward-looking approach can help you grow and preserve assets, defer income, and reduce your taxes.
Trying to predict the future of the federal estate tax is a fool’s game. Protect your assets by building flexibility into your estate plan. https://t.co/JkeezTmjqC
Have you been contributing enough in 2019 to your employer’s 401(k) plan or Roth 401(k)? Here are the contribution limits for this year and the just-announced limit for 2020. https://t.co/Tfs3oS2TNO
Has your small business paid independent contractors, vendors or others at least $600 for services during 2019? Here are the reporting requirements you may face. https://t.co/ckgXcWcMgH
While a beneficiary defective inheritor’s trust (BDIT) may be a complex estate planning strategy, it may be right for you if you don’t wish to relinquish control of your assets. https://t.co/yyqBz2n15g
Do you want to provide extra money to a disabled family member but you don’t want them to lose eligibility for government benefits to which they’re entitled? Consider a tax-advantaged ABLE account. https://t.co/2qShxMLZJk
Did you know you could be personally liable for a harsh penalty if payroll taxes withheld from your employees aren’t paid over to the federal government? Learn more about whom the IRS can go after at your business. https://t.co/Y3Moe4wOA8
These are several factors to consider when a business converts from C corporation to S corporation status. Here is what you should understand. https://t.co/GIW6K40bMy
Have you cashed in some investment gains in 2019? You may be looking for unrealized losses in your portfolio so you can sell those investments to offset your gains before year end. This can reduce your tax liability. But don’t run afoul of this rule. https://t.co/mgTcDAjusI
Cost segregation studies can yield substantial benefits, but they’re not right for every business. Learn more about how this strategy can help accelerate depreciation deductions on the building that houses your operation. https://t.co/hqwkL1Admv
No one wants to contemplate their own mortality, but taking the time now to create an estate plan can greatly benefit your family after your death. https://t.co/BkzvgyE16u
Are you looking for ways to save for your child’s or grandchild’s education? Or do you want to save for private elementary and secondary school? A Coverdell Education Savings Account may help. https://t.co/EdHKYWOups
Health Savings Accounts offer a flexible, tax-advantaged option for providing health care coverage. Employers and employees can benefit. Here’s a look at what an HSA could mean for your business. https://t.co/ZWkvhQ3uXA