Self-Employment Tax Considerations

…important. Learn more about worker classification: Worker Classification 101: employee or independent contractor | Internal Revenue Service (irs.gov) Questions on self-employment taxes for your unique business situation? Contact your Keiter…

Michelle Ward

revenue. Her industry experience spans the business and professional services sectors including: legal services, advertising and marketing agency, digital printing, transportation and logistics, software-as-a-service, employee staffing, and medical services. Michelle’s…

2023 Estate and Gift Tax Exemptions

IRS Adjusts Estate and Gift Tax Exemptions for Inflation The Internal Revenue Service (IRS) recently announced the inflation adjusted Estate and Gift Tax Exemptions for 2023. The lifetime Estate and…

Not-for-Profit Lobbying Activities: Know Where to Draw the Line

…the current spending across all sectors, including not-for-profit organizations, will likely rise. Because certain not-for-profit organizations, specifically public charities and foundations, are limited by the Internal Revenue Service (IRS) as…

2024 Retirement Plan and HSA Cost of Living Adjustments

IRS announces dollar limitations on pension plans and other retirement-related items The Internal Revenue Service (IRS) announced cost of living adjustments to contribution limits for individual pension plans and other…

Update on Digital Asset Tax Reporting Regulations

…digital asset reporting which were issued by the U.S. Treasury Department and Internal Revenue Service (IRS) on December 30, 2024. With concerns the reporting requirements would negatively impact taxpayers specifically…

2024 Corporate E-File Requirements

…be aware that the Department of the Treasury and the Internal Revenue Service (IRS) expanded the tax return and business document e-file requirements for the 2024 filing season. While over…

How to Re-Contribute 529 Plan Refunds

…additional income taxes on distribution earnings. Section 529 defined As a brief overview, Section 529 of the Internal Revenue Code establishes permission for a state or agency to use a…