by Amanda Waguespack | Dec 13, 2022 | Advisory, News
It’s been a rough Fall for the stock market. So much so that you should probably carefully review your portfolio and other capital transactions to minimize gain or maximize losses for the year. Remember, capital gains and losses are not just limited to stock...
by Kenny Eldridge | Dec 13, 2022 | Advisory, News
Required Minimum Distributions (RMD) are required taxable distributions from qualified retirement plans and are commonly associated with traditional IRAs, but they also apply to 401(k)s and SEP IRAs. The tax code does not allow taxpayers to indefinitely keep funds in...
by Kelly Haden | Dec 13, 2022 | News, Tax
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits. But be wary; during the holiday season, you may receive phone calls, texts, emails, snail mail, or...
by Claude Silverman | Dec 13, 2022 | News, Tax
Year-end is rapidly approaching as are the holidays. So before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022 and 2023. Having the Congressional members...
by Claude Silverman | Oct 7, 2022 | News
This article explains that in 2021 the IRS announced that “refund claims for section 41 research credits must include detailed information in five specific areas, with claims failing to meet these requirements deemed invalid. The IRS provided a one-year...
by Claude Silverman | Sep 2, 2022 | News
This article explains that President Biden has created the Inflation Reduction Act, in which the IRS has been granted $78 billion to hire 87,000 new employees from now until 2031. Real estate clients may now be looking to perform a cost segregation study so that there...
