IRS Publishes Final Rules on SECURE Act RMDs
…the IRS announced that the new annual distribution rules would not apply until 2025. Any beneficiary that did not take distributions in tax years 2021-2024 would not be assessed penalties…
…the IRS announced that the new annual distribution rules would not apply until 2025. Any beneficiary that did not take distributions in tax years 2021-2024 would not be assessed penalties…
…statement reporting (purchase price allocation and goodwill impairment); mergers and acquisitions; purchase/sale of a security; stock-based compensation; tax-related valuations for estate, gift and income tax. He also provides valuations in…
…years of experience, she specializes in multi-generational families involving complex individual taxation, with an emphasis on planning including trusts and gifting. In addition, Leanne has extensive experience with estate tax…
Hunter has six years of experience in public accounting, specializing in tax planning, compliance, and consulting services for flow through entities. His specialty areas include real estate, construction, multi-state, and…
Harold G. Martin, Jr., is a Director in Keiter’s Valuation and Forensic Services (VFS) Practice, was formerly the Partner-in-Charge of the VFS Practice for 23 years, and is a member…
…powerful tax and succession planning tool that benefits the company, the selling owners, and the employees. How does an ESOP benefit everyone? Benefits for the company: Tax deductible contributions: Contributions…
…advisors: 1. Tax Diversification Roth accounts offer tax-free growth and withdrawals, an attractive hedge if you anticipate higher tax rates in retirement. This change forces a reassessment: How balanced is…
Drawing on over 20 years of tax and accounting experience, Denise provides insights and creates opportunities for individuals and businesses in the areas of tax planning, consulting and tax compliance….
…a qualified appraisal important? Strategic planning A qualified business appraisal provides the insight needed to make informed decisions in succession planning, ownership transitions, and capital investment. Business owners gain clarity…
Greg Saunders is a Senior Manager in Keiter’s Valuation and Forensic Services Group. He has over eleven years of experience and specializes in valuation and forensic accounting, including financial investigations…
Keiter is a team of experienced accountants and advisors with the knowledge to identify opportunities and the commitment to see them through. Whether performing an audit, providing corporate tax planning,…