New Form I-9 Requirements As of August 1, 2023, the U.S. Citizenship and Immigration Services (USCIS) has released a new version of Form I-9. Key Points: New Form I-9: Starting on November 1, 2023, employers are mandated to exclusively use this new version for verifying the identity and employment authorization Read more…
2022 Individual Year-End Income Tax Planning Before the end of the tax year, you may consider the following actions as a means of reducing your exposure to income taxes in the current year. Not all will apply to you, but many may. Please contact us to discuss the potential benefit Read more…
2021 Year-End Planning for Businesses As we approach the end of another year, it is important to take some time to think of planning moves that may help lower your income tax costs this year. Major changes in tax laws for businesses from the CARES Act (March 2020) and subsequent Read more…
2021 Year-End Individual Tax Planning As we approach the end of another year, it is important to take some time to think of planning moves that may help lower your income tax costs this year. Major changes in tax laws, from the CARES Act (March 2020) to subsequent stimulus focused Read more…
Simplified Application for PPP Loan Forgiveness Released Tuesday the Small Business Administration released the simplified loan forgiveness application for PPP borrowers with loans of less than $150,000. The application is one page in length and does not require supporting documentation to be submitted to the lender. However, borrowers must maintain supporting documentation Read more…
2020 Year-End Individual Tax Planning As we approach the end of an eventful year, it is important to take some time to think of planning moves that may help lower your 2020 income tax bill. We continue to implement the Tax Cuts and Jobs Act of 2017 (TJCA) which contained Read more…
2020 Year-End Planning for Business As we approach the end of an eventful year, it is important to take some time to think of planning moves that may help lower your business’s 2020 income tax bill. We continue to implement the Tax Cuts and Jobs Act of 2017 (TJCA) which Read more…
2019 Year-End Individual Tax Planning As year-end approaches, it is a good time to think of planning moves that may help lower your tax bill this year. Last year, the federal tax reform bill commonly known as the Tax Cuts and Jobs Act of 2017 (“Tax Act”) became effective, resulting Read more…
2019 Year-End Planning for Businesses As year-end approaches, it is a good time to think of planning moves that may help lower your business’s 2019 tax bill. Last year, the federal tax reform bill commonly known as the Tax Cuts and Jobs Act of 2017 (“Tax Act”) became effective, resulting Read more…
Mastering Money in Retirement 30% – Portion of financial planners who said their clients’ top retirement fear was running out of money. 28% – Portion who said their clients most feared not being able to maintain their current lifestyle. 18% – Portion who said health care cost was their clients’ Read more…