Executive Services
As you focus on building your career, we will identify planning opportunities that align with you and your family’s long term and retirement goals. When you are ready to exit…
As you focus on building your career, we will identify planning opportunities that align with you and your family’s long term and retirement goals. When you are ready to exit…
…most itemized deduction by 2/37ths. This effectively caps the tax benefit of itemized deductions for top earners at 35%. Estate & Gift Tax Planning Opportunities The federal estate tax exemption…
…consider amending 2022-2024 tax returns to retroactively claim R&D tax credits, which still presents a powerful monetization opportunity through a direct reduction of federal income tax. Small taxpayers (with less…
…and other tax regulation changes. We will continue to provide you with updates to help you maximize tax planning and saving opportunities. Tax regulation change questions specific to your business?…
…to donate to these after-tax dollars to charity. This taxpayer would report the full IRA distribution as taxable income and then deduct the donation to charity as an itemized deduction…
…non-income tax filings Individual Tax Planning: Neighborhood Assistance Program (NAP) Credit Benefits The Tax Cut and Jobs Act: 4 Tax Changes Homeowners Need to Know “Withholding Taxes: Are You Compliant?”…
…taxpayer materially participated in the rental activity so the passive activity rules did not apply. Without proper planning, a taxpayer could potentially be subject to the passive activity rules, net-investment…
An Overview of the IRS Identity Protection PIN Program What is tax identity theft? Tax identity theft — the filing of fake tax returns using stolen identities — is a…
…OTHER TAX PROVISIONS CONTAINED IN HR 3864 The bill includes other tax provisions, including extension of various highway-related taxes, and extension and modification of certain superfund excise taxes. It also…
…your Keiter Opportunity Advisor with any questions about this rate change or see Tax Bulletin 20-8 for more information. Additional State & Local Tax Resources State & Local Tax Blog…
…with most changes effective solely for Taxable Year 2021; Enhancing the Child and Dependent Care Tax Credit for Taxable Year 2021, which benefits Virginia taxpayers who claim the Virginia Child…
…of those losses, and losses will be deductible only to the extent of the taxpayer’s gains from wagering transactions during the tax year. Charitable contributions and estate planning Tax benefits…