Key Updates on SALT Cap Changes Under H.R.1

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,…

Kim Swain

Kim has over 15 years of tax and accounting experience assisting businesses and individuals with outsourced accounting functions, tax planning, tax consulting and tax compliance. Her client base includes many…

FEAS: Estate Planning Checklist

…information@keitercpa.com, please check your spam. This checklist will cover fundamental questions you should begin your planning with and also offers insights on estate tax planning, charitable giving, and many special…

Victory for the Taxpayer in S Corporation Valuation

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…

Gifting in a GoFundMe World

…be sure to include record of those transactions with your tax information. The Internal Revenue Service (IRS) offers the public an Exempt Organization Search tool to identify qualified tax-exempt organizations….