Tips for Preparing Schedule M of Form 990
…it may be a red flag to the IRS since the transaction being referenced here is considered to be a tax scam. Line 31 – Does the organization have a…
…it may be a red flag to the IRS since the transaction being referenced here is considered to be a tax scam. Line 31 – Does the organization have a…
…partner-partnership transactions. Gary also has significant knowledge and experience in individual taxation, business taxation, and advising clients on all aspects of tax matters. He is the Managing Partner of the…
Ginny Graef’s Career Journey to Tax Partner When starting her career at Keiter five years ago at the tax senior manager level, becoming a partner was not something that Ginny…
…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…
…Over 15 years of experience advising More than 120 business owners on exit planning and transaction execution A national reputation across 36 states for delivering insight, integrity, and results As…
…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…
…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…
…Using a ROTH IRA, 529 plan beneficiaries can continue to allow the funds to grow tax free for years to come – a great planning strategy for retirement and/or growing…