August 2022 Newsletter

Portability is often an effective, go-to estate planning strategy that could make a considerable difference for taxes owed on larger estates, especially with today’s generous exemption amounts.

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July 2022 Newsletter

Current Bear Market Creates Opportunities for Roth Conversions, IRS Makes Rare Midyear Mileage Rate Adjustment, All About Quarterly Tax Returns, 529 Plans: Good for Parents and Grandparents

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R&A CPAs Promotes Karly A. Meza to Shareholder

R&A CPAs is pleased to announce that Karly A. Meza, CPA, has been promoted to shareholder. Meza has been an integral member of R&A since joining the firm in 2009. Meza primarily provides financial reporting and assurance services to clients in a variety of industries. She specializes in auditing and reporting for employee benefit plans, not-for-profit organizations,…

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Planning Ahead for Tax Credits and Deductions

Most people use software or hire an accountant to help them find all the deductions they can subtract from their taxable income and all the credits they can subtract from their final tax bill. But most tax breaks require you, the taxpayer, to plan ahead. Even the most skilled accountant can’t deduct a charity donation…

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New Stimulus Has Plenty for Small Business

The pandemic relief package, the Consolidated Appropriations Act, 2021 (“CAE”) gives a break to small businesses by reopening the Paycheck Protection Program (PPP) so that some of the hardest-hit small businesses can apply for a second loan. The new round of loans will be limited to those with fewer than 300 employees that have seen drops…

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