Our 2022 Tax Tips for Clients
Dear Clients,We aim to build a better experience for a life that is #LessTaxing! Below please find a copy of our series of brief emails aimed at helping us both to work together to be more efficient at preparing your return(s). And remember: we are always here...
Wishing all of our clients a very Happy Holiday Season!
Watch your Inbox for your annual personalized Tax Organizer! We will start sending them out next week. We are in the office for our regular “summer hours” through the end of the year, rivaling Santa’s elves with our pace as we prepare for your 2022 tax season! Now’s...
UPDATED: New reporting for anyone who receives payments through Venmo, PayPal, CashApp, etc.
The IRS announced last week that it will be delaying the 1099-K reporting requirement for third-party payment platforms until next year. If you still receive a Form 1099-K, please include it with your tax documents because the IRS continues to determine final guidance...
2022 Year-End Tax Planning for Individuals
There is still time to do some 2022 year-end planning! Once the year is over, we will be unable to proactively assist with your 2022 tax situation; so please reach out to us if you’ve experienced any major life events this year. Major life events could include:...
Wondering About the Impact of Inflation on Your Business?
Sam Agresti, director at Brady Ware & Company, suggests ways businesses can stay ahead of inflation-driven changes, including culling unprofitable/difficult clients, streamlining your service offerings or working with an analyst to take a hard look at your real...
Ever Wonder How to Position Your Business for a Sale or Merger?
Caryn Kaufman, a partner at Taft Stettinius & Hollister LLP (Columbus), offers insights into strategic approaches for both buyers and sellers when approaching a merger or acquisition. We suggest you read Caryn’s article here.
Boost Your Retirement Savings In 2023
The IRS recently announced cost-of-living adjustments to pension and retirement fund contributions beginning in 2023. Contribution limits for 401(k), 403(b), most 457 plans and the federal government’s Thrift Savings Plan will rise to $22,500 from $20,500. The...
Preventing Fraud for Business Accounts
Jeff Kopco at First Federal Lakewood shares tips for identifying scam emails, spoofing and smishing attempts. All of these are simple, yet extremely important skills business owners need to teach their staff in order to protect their accounts. Please take a minute to...