Julie H. Gustavsson
Julie is responsible for the day-to-day operations, as well as overseeing the development, planning and execution of the Firm’s strategic plan and vision. She also manages the Firm’s information technology,…
Julie is responsible for the day-to-day operations, as well as overseeing the development, planning and execution of the Firm’s strategic plan and vision. She also manages the Firm’s information technology,…
…net worth. Homeowner’s Insurance Considerations with a Revocable Trust Many individuals transfer ownership of their personal homes to a revocable trust as part of their estate planning process. If and…
…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…
…in their industries and enjoys connecting with them throughout the community. Taner joined Keiter in 2021 and is a Tax Senior Associate. He focuses on strategic tax planning and compliance,…
…changes? Keiter’s tax team will continue to update you on business tax planning opportunities and updates as the IRS releases guidance. This is an ideal time to consult your Keiter…
…business can significantly impact your deductions. Planning ahead can help you maximize tax benefits while staying compliant. If you are considering a vehicle purchase for your business or want to…
By Paul Staples, Tax Manager | Financial Services Industry Team New compliance requirements on taxpayers’ virtual currency investments For the first time in five years, the IRS has issued additional…
…Certified Public Accountants, Tax Advisory Committee. Within the Firm, Ryan is dedicated to building a collaborative team by serving on Keiter’s Recruiting and Tax Workflow Committees. Ryan and his wife,…
From Williamsburg to Richmond: A Tax Intern’s Story An Introduction to Richmond The Keiter internship experience was very influential in Hector Luna’s decision to move to Richmond. Hector shared, “From…
…concerns you may have about these new reporting rules. Current tax provisions are still in effect for cryptocurrency. Please see our previous articles for more information. https://keitercpa.com/blog/understanding-taxation-crypto-other-virtual-currency/ Source Thomson Reuters…