…includes planning for succession and liquidity events for closely held business owners, management of retirement accounts to maximize after tax returns, planned charitable giving, and education planning, including funding strategies….
Virginia’s response to federal tax changes Federal tax legislation can ripple into state tax filings but in Virginia, those ripple effects depend heavily on conformity rules and (often) General Assembly…
…Form 941, Employer’s QUARTERLY Federal Tax Return (or Form 944, Employer’s ANNUAL Federal Tax Return) Form 940, Employer’s Annual Federal Unemployment (FUTA) Tax Return IRS website still has 2024 Form…
…care services are treated as medical expenses up to specified dollar limits that vary with the age of the taxpayer as of the close of the tax year. For 2025,…
…to make the tax laws work for you Learn about key tax provisions including the latest OBBBA tax implications. Identify strategies for minimizing your taxes in the current tax environment….
…caused by this mailing.” IRS Backlog of Unprocessed Taxpayer Returns The IRS also continues to face a backlog in addressing taxpayer matters which is also very frustrating for taxpayers and…
…with the New Tax Law Excise Tax Changes Impact Tax Exempt Organizations New Rule for Tax-Exempt Not-For-Profit Organizations with Unrelated Business Taxable Income Tax Cuts and Jobs Act Resource Guide…
Ryan collaborates with business leaders to integrate tax planning with strategic goals, ensuring compliance and optimal positioning for the future. Ryan’s practice focuses on business tax planning and compliance, general…
By Stephanie M. Casey, CPA, Tax Senior Manager | Family, Executive & Entrepreneur Advisory Services Team For many taxpayers the Tax Cuts and Jobs Act (the Act) passed in December…
…percent limitations, Pease limitations, and Alternative Minimum Tax (AMT), the new tax law shined a bright light on investment expenses. In the context of hedge funds, fund of funds, stock…
…bailout strategy. Given the difference between ordinary income tax rates and capital gain tax rates, it is easy to understand why the IRS might challenge a taxpayer’s reporting of a…