Tag: Tax strategy
A profit and loss statement (P&L) is one in the trio of financial statements which together can reveal what is, has and could happen to your…
The Qualified Opportunity Zones tax incentive to promote growth in low-income zones begins to take on a mythical feel. Nearly 60% of American zones…
A Qualified Opportunity Fund is any qualified investment vehicle organized as a corporation or partnership for the purpose of investing in qualified…
The Opportunity Zones tax initative is part of the TCJA of 2017, but the Opportunity Zones map wasn’t completed until June 6, 2018, when the states…
A reverse mortgage is a home equity conversion mortgage (HECM). It also provides a loan available to seniors 62 years or older, complete with closing…
Health savings account possibilities are one of the best things to happen to a taxpayer! Contribution limit changes were confusing enough to cause…
The 529 Savings Plan, once generally referred to as the 529 college plan, has become much more than money set aside for a child’s future educational…
Many small business clients come to a new CPA having never collaborated with a full-service CPA firm like ours. The change from operating a business…
You landed the interview for that perfect job and impressed the daylights out of their recruiting team. Your call-back interview resulted in a…
Overtime Final Rule exemption is scarier than the office Halloween party.
Employers who haven’t been preparing for the December 1st overtime Final…