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. …
Federal clean energy tax credits: Expirations, deadlines, and planning considerations Federal clean energy incentives have played a large role in helping homeowners, builders, and businesses invest in energy efficiency and…
…accounting structure, financial close processes, compliance considerations, and endowment oversight. Led by members of Keiter’s Not-for-Profit team, including Amy Menefee, Mary Margaret Sword, Elizabeth Lewis, and Jayme Mika, the seminar…
…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…
…(NTIA), the Broadband Equity, Access, and Deployment (BEAD) Program, or the Rural Digital Opportunity Fund (RDOF), you are likely focused on network design, permitting, and managing contractors. Another high-level 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,…
State and local tax considerations for Virginia Businesses Virginia’s newly enacted budget introduces several tax changes that businesses should evaluate over the coming months. While many companies will see little…
…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…
…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…