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…
…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…
…Questions on how these tax considerations may apply to your unique situation? Contact your Keiter Opportunity Advisor. Additional tax planning resources Tax Planning Insights: 2025 Individual Tax Inflation Adjustments Business…
…entity as leased. Review of subcontractor agreements as potential leases. Subcontractor agreements that could contain potential leases for consideration Examples include: Cranes – most likely a lease as there is…
…the entire period of the lease. Mileage Deduction Considerations In our experience, the standard business mileage rate is very close to the actual costs of operating a vehicle, ignoring the…
…setting up the trust including legal, investment, and tax considerations. It is important to seek guidance from your trusted advisors. Questions for your unique situation? Contact your Keiter Opportunity Advisor….