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Our tips and tricks to get you on track

2 Things We Recommend for All Individual Income Tax Filers Prior to 12/31/2024

December 9, 2024

The 2024 tax season is quickly approaching. It isn’t unusual for our firm to see one or two clients each year fall victim to identity theft involving bogus income tax returns claiming refunds that are directed to bank accounts set up by scammers. Of course this causes problems for the legitimate taxpayer. Correcting those issues…

Important Update – Business FinCEN CTA BOI Reporting

December 9, 2024

In 2021, Congress enacted the Corporate Transparency Act (CTA), a law aimed at enhancing the government’s efforts to combat money laundering, terrorist financing, and other financial crimes. This act established a new report that required many small businesses to report their beneficial owner(s) interest (BOI) − individuals who possess ownership or exercise control over the…

From flights to meals: A guide to business travel tax deductions

November 18, 2024

As a business owner, you may travel to visit customers, attend conferences, check on vendors and for other purposes. Understanding which travel expenses are tax deductible can significantly affect your bottom line. Properly managing travel costs can help ensure compliance and maximize your tax savings. Your tax home Eligible taxpayers can deduct the ordinary and…

How your business can prepare for and respond to an IRS audit

November 18, 2024

The IRS has been increasing its audit efforts, focusing on large businesses and high-income individuals. By 2026, it plans to nearly triple its audit rates for large corporations with assets exceeding $250 million. Under these plans, partnerships with assets over $10 million will also see audit rates increase tenfold by 2026. This ramp-up in audits is part…

Advantages of keeping your business separate from its real estate

November 18, 2024

Does your business require real estate for its operations? Or do you hold property titled under your business’s name? It might be worth reconsidering this strategy. With long-term tax, liability and estate planning advantages, separating real estate ownership from the business may be a wise choice. How taxes affect a sale Businesses that are formed…

Advantages of keeping your business separate from its real estate

November 11, 2024

Does your business require real estate for its operations? Or do you hold property titled under your business’s name? It might be worth reconsidering this strategy. With long-term tax, liability and estate planning advantages, separating real estate ownership from the business may be a wise choice. How taxes affect a sale Businesses that are formed…