…activities. Questions about multi-state tax regulations? Contact Your Opportunity Advisor by Email | 804.747.0000 Additional Resources State Income Tax Changes for Businesses Top 10 State and Local Tax Considerations…
Life Insurance Sale or Surrender Tax Considerations Besides providing loved ones with a source of funds for income replacement in the event of an untimely death of the family’s breadwinner(s),…
…to the end of 2025. If you have questions about the estate and gift tax exemption adjustment or other estate planning considerations, reach out to your Keiter Opportunity Advisor. …
November 2023: This information has been updated based on new information. Read our most recent charitable giving yead-end tax planning insights. Leverage Charitable Giving to Reduce Your Tax Liability As…
Tax and reporting considerations for separated or divorced persons Marital separation or divorce is often an emotionally charged experience. Focusing on tax matters may not be high on your priority…
…contractors to whom you have paid $600 or more for services used in a trade or business during calendar year 2025. File Form 1096 and Forms 1099-NEC, Copy A, with…
…under contract retainage provisions, a contractor shall disclose, either in the balance sheet or in a note to financial statements, all of the following: The amounts The portion, if any,…
…an independent contractor, exceeding $10,000 during the tax year from the organization or a related organization, other than as reasonable compensation for service provided in the capacity as a board…
…Additional Mergers & Acquisitions Informational Resources Tax Cuts and Jobs Act adds new considerations for M&A transactions Managing Relationships During a Merger or Acquisition Source: © 2018 SourceMedia. All rights…
…benefit you. Business Tax Planning Considerations for Sole Proprietors, LLCs, and S Corps This listing focuses on individual planning strategies, but many taxpayers include business income (or loss) on their…
…making the election defers the start of RMDs on the account for an additional eight years. Surviving spouse IRA rollover considerations and next steps As a result of this new…
…Considerations The big take away for these changes is that not only did tax rates and withholdings change, the Tax Cuts and Jobs Act made other significant changes that also…