Excess Business Loss: New Tax Law Not as Generous as Before
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…
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…
The Employee Retention Credit (ERC) is a complex tax credit for businesses and tax-exempt organizations that continued paying employees during the COVID-19 pandemic because their operations were either: 1) fully…
Accounting, Tax, Audit & Consulting – Raleigh (NC) Our team of seasoned professionals specialize in assisting high net worth individuals and business owners navigate the complex tax landscape, assist…
…2022. Tax Update Presentation Agenda Pending Tax Legislation 2021 Planning: Key Provisions for Consideration Review or 2020 Tax Acts Action Items View more presentations from this event: State and…
…for taxpayers alternating between standard and itemized years. Strategic planning insights Bunch contributions for maximum benefit Philanthropic minded taxpayers should continue to bunch charitable gifts into a single tax year…
…accounting, assisting businesses and their owners with tax compliance as well as consulting and planning. Tom is a member of Keiter’s Private Client Services team. Tom began his public accounting…
…for tax years beginning on or after January 1, 2025. This implies that the IRS is planning to issue final regulations of RMDs as provided for in the SECURE Act…
…to know the charter and nature of its tax impacts. The taxable interest income resulting from a contingent payment debt instrument does not always follow investor expectations. There are cases…
By Gary G. Wallace, CPA | Tax Partner As part of the 2017 Tax Cuts and Jobs Act, Congress initiated a new tax deduction for qualifying pass through businesses. Section…
…changes impact your unique individual or business tax situation, please contact your Keiter advisor. We are here to listen and provide sound advice. What are the Employer Payroll and Tax…