Insights

Business Tax Account Gives Business Taxpayers New Options for Making Payments Easier

  

The IRS’s Business Tax Account (BTA) is an online self-service tool designed to help business taxpayers manage their tax responsibilities efficiently. BTA, launched last fall, is an important part of a wide-ranging initiative to reduce paper-based processes that hamper the IRS and frustrate taxpayers. The BTA aims to simplify tax management for businesses by providing…

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IRS Issues New FAQs on Educational Assistance Programs

  

With the new academic year approaching, the IRS recently issued timely guidance on employer-sponsored educational assistance programs under Section 127. The “frequently asked questions” (FAQs) fact sheet provides information on the tax treatment and benefits available to employees and employers. As an invaluable recruiting and retention tool, these programs offer significant tax advantages by allowing…

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New Guidance for Organizations Receiving Federal Assistance Effective October 1, 2024

  

If your organization receives federal assistance, the Office of Management and Budget (OMB) has released updated regulations you need to be aware of. The 2024 updates to the Uniform Guidance, effective October 1, 2024, introduce several important changes to the requirements for single audits. Here are the key points: These revisions are part of an…

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New Guidance for Organizations Receiving Federal Assistance Effective October 1, 2024

August 29, 2024

If your organization receives federal assistance, the Office of Management and Budget (OMB) has released updated regulations you need to be aware of. The 2024 updates to the Uniform Guidance, effective October 1, 2024, introduce several important changes to the requirements for single audits. Here are the key points: These revisions are part of an…

What You Need to Know: Are Political Contributions Tax Deductible?

August 8, 2024

The short answer is no. Donations made to political organizations or political candidates are not tax-deductible. The IRS makes clear that expenditures for lobbying and political expenditures incurred with “influencing legislations, participating or intervening in any political campaign on behalf of (or in opposition to) any candidate for public office, attempting to influence the general public…

Inheriting Property: Navigating the Maze of Inheritance Tax

August 8, 2024

Whether it’s a cherished family home, vacation house, or a portfolio of investment properties, inheriting property often precipitates unexpected financial responsibilities. Understanding the nuances of estate and inheritance tax well in advance of property acquisition is essential to mitigate potential financial burdens. Too often, estate planning can be an afterthought, prompting a complex and stressful…

Final Regulations Issued: Reporting Sales and Exchanges of Digital Assets

August 8, 2024

The US Department of the Treasury and the IRS have issued final regulations requiring custodial brokers to report sales and exchanges of digital assets, including cryptocurrency. These digital asset transactions are already subject to tax. These final regulations, that implement reporting requirements of the Infrastructure Investment and Jobs Act enacted in 2021, require brokers to…

August 2024 Newsletter

August 8, 2024

Tax Benefits and Risks to Consider in Real Estate Investments

July 12, 2024

Real estate investment has long been an attractive option for investors seeking to diversify their portfolios and build long-term wealth. With it brings the potential for steady rental income, property value appreciation, and a hedge against inflation. Alongside these well-known benefits, however, lies a complex tax landscape that real estate investors must navigate. This article will…

Securing Operational Records in Business Emergency Preparedness Plans

July 12, 2024

Natural and human-caused disasters often occur without much warning and can disrupt even the most well-oiled operations. Being equipped with an emergency preparedness plan for your business can ensure continuity after an incident. Your emergency plan should include your business’s operational documents. Keeping these documents secure can facilitate informed decisions during a crisis, enabling effective…

What To Know About Overtime Rules

July 12, 2024

Overtime rules under the Fair Labor Standards Act (FLSA) can be confusing, but business owners need to know the provisions. Following are some provisions to be aware of. There’s no limit on the number of hours employees age 16 and older may work in any workweek. The FLSA doesn’t require overtime pay for work on…

Tax Tips for Parents

July 12, 2024

When starting a family, you might be interested to know that you’re now eligible to claim new credits and deductions, which ultimately lessens the total value of your tax liability. You can start by utilizing the official IRS Withholding Estimator to check your withholding. This will allow you to update your Form W-4, which is…