…significant role in estate planning, ownership transitions, charitable contributions, and tax reporting. According to Treasury Regulation §1.170A-17, a qualified appraisal must be conducted by a qualified appraiser. But what does…
Sunset of Virginia’s Investment Tax Credit impacts planning opportunities Virginia’s Qualified Equity and Subordinated Debt Investments Credit has been a valuable tax planning opportunity for investors supporting qualified Virginia businesses….
Brittany enjoys working closely with her clients and their team of legal and financial advisors to provide tax planning solutions that meet her clients’ specific needs and goals. Brittany is…
…predominately with clients in the medical and dental industry where he provided tax planning and compliance services related to practice acquisitions and transitions. Jim strives to add value to his…
…regulation challenges so you can focus on what is most important─delivering quality care for your residents. Accounting, Tax and Consulting Services to Support Your Facility’s Quality Care and Compliance Goals…
…for now it appears taxpayers must continue to set aside funds and continue to pay off their student loans. Student loan interest accrual will resume on September 1, 2023, and…
…objectives. Drawing on her technical expertise in the areas of personal income tax, trust and estate taxation, flow-through entities, and generational wealth transfer planning, Ana is able to craft solutions…
…to help. Keiter team | Email | 804.747.0000 Additional Related Tax Resources: New Tax Benefits for Qualified Opportunity Zone (QOZ) Investments 2019 Tax Planning Guide Sources: https://www.irs.gov/pub/irs-drop/reg-115420-18.pdf https://www.irs.gov/pub/irs-drop/rr-18-29.pdf https://www.irs.gov/pub/irs-dft/f8996–dft.pdf https://www.irs.gov/pub/irs-dft/i8996–dft.pdf…
Financial Services…
…provision is effective for tax years beginning after December 31, 2023, and requires an affirmative election by the surviving spouse. At this time, the IRS has not issued guidance as…