Category: Tax
The Family Business: Leaving a Legacy
Examining opportunities for family business owners to leave legacies for their families through estate planning…
Read More
Family Wealth Planning in a Time of Uncertainty
The current federal estate, gift, and generation-skipping transfer (GST) tax exemption is $11.58 million per…
Read More
Have You Considered the Employee Retention Credit?
The employee retention credit may offer tax savings for your business during COVID-19, but it…
Read More
Estate Planning Opportunity: Grantor Retained Annuity Trust (GRAT)
A GRAT is an irrevocable gifting trust that can make for a compelling estate planning…
Read More
As Governors Lift COVID-19 Restrictions, What Happens to the CARES Act Employee Retention Credit?
During this “in-between” stage, can employers continue to take the employee retention tax credit created…
Read More
Teleworking Employees and the Resulting SALT Effects
Three important state and local tax (SALT) effects that could result from teleworking employees, including…
Read More
IRS Clarifies Tax Deduction Eligibility for PPP Expenditures
IRS issued guidance regarding the deductibility for federal income tax purposes of certain otherwise deductible…
Read More
Claiming R&D Payroll Credits in Conjunction with FFCRA and CARES Act Payroll Tax Relief Incentives
Startups eligible to claim the R&D credit for payroll tax offset can increase the cash…
Read More
FAQ: CARES Act Impacts on Net Operating Losses
Given the significant role NOLs can play in increasing cash flow and helping to mitigate…
Read More
CARES Act Provides Taxpayers with Flexibility to Make Favorable Adjustments to Depreciation
Tax planning opportunities for a limited time period in certain circumstances, as a result of…
Read More