Secure Act 2.0 – Catch Up Retirement Contributions
…be allowed on an after-tax basis beginning in 2024. However, this particular aspect of the legislation created so much pushback from taxpayers and professionals that the IRS has since instituted…
…be allowed on an after-tax basis beginning in 2024. However, this particular aspect of the legislation created so much pushback from taxpayers and professionals that the IRS has since instituted…
…successfully assisted taxpayers in various tax planning scenarios and IRS examinations. Julie is a member of Keiter’s Family, Executive & Entrepreneur Tax Advisory Services team. Prior to joining Keiter, Julie…
…sale/exit from both the company and founder perspective. Hear about the key financial and life planning considerations for the founder, the strategic option and succession planning for the company, and…
Proactive planning can help your nonprofit avoid year-end closing challenges The fiscal year-end for many nonprofit organizations is June 30, 2025, initiating the commencement of the 2024–2025 year-end closing process….
…Services group is experienced in all aspects of income, gift and estate taxation; trust tax compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning….
…Planning Webinar Topics Understanding key metrics that influence the valuation of closely-held businesses Recognizing the external macroeconomic factors that impact company valuations Identifying opportunities in estate planning and succession planning…
…taxable year in which §174 becomes effective, e.g., calendar year 2023. What are the current tax deductions for research and development? Learn more about current research and development tax deductions…
…2015, and the most recent change came with the Tax Cuts and Jobs Act of 2017. Luckily, almost all of the changes are beneficial to taxpayers. Taxpayers will now have…
How recent legislative updates impact your deduction strategy Recent changes to the State and Local Tax (SALT) deductions cap are reshaping tax planning strategies. For high-income earners and business owners,…
…activity, they risk the revocation of its tax-exempt status as well as the imposition of an excise tax. What political activities are prohibited and what activities are allowed? 501(C)(3) organization…
…If you’re planning to purchase a new car or already have in 2025 you may be eligible for a unique tax deduction that could help reduce your tax liability over…
…taxation, absent a compelling showing that unrelated parties dealing at arms-length would reduce the projected cash flows by a hypothetical entity level tax, no entity level tax should be applied…