Is 2024 the Year to Consider a Roth Conversion?
Authored by: W. Dale Westenskow, CPA, Haynie & Company Partner Is It Time For A Roth Conversion? It looks like the wealthy are on track for a tax increase under President Joe...
31 March, 2023
Author: Don Breckenridge
Understanding the SALT Deduction and PTE Tax Elections
The SALT deduction has been a longstanding benefit for taxpayers who pay state and local taxes. However, recent limitations to the SALT deduction have left taxpayers in high-tax states looking...
09 March, 2023
Why Adding Children to Your Bank Account or Home Deed Could be a Bad Idea
Adding your kids to your bank account or home deed can create a host of legal, financial, and tax issues that can leave you and your loved ones vulnerable to...
09 March, 2023
2023 Benefit Plan Limits and Thresholds
If you are an employer or benefits administrator, it is important to stay up-to-date on the latest benefit plan limits and thresholds to ensure that your plans are in compliance...
09 March, 2023
Bonus Depreciation Phase-Out Begins January 2023
100% Bonus depreciation is a tax provision that allows businesses to deduct the cost of certain qualifying property in the year it is placed in service rather than having to...
09 March, 2023
Year-End Estate & Gift Planning Considerations
The end of the year is fast approaching, and with it comes the opportunity to reassess your tax and financial circumstances. Learn about strategies to help minimize your taxes for...
09 March, 2023
Key Provisions of the SECURE 2.0 Act for Employers
The SECURE 2.0 Act aims to improve retirement savings by making it easier for employers to offer retirement plans to employees and for individuals to increase their retirement savings. This...
27 February, 2023
Does Your Company Need an Employee Benefit Plan Audit?
An employee benefit plan audit is a periodic and independent examination of a company’s benefit plans that are subject to ERISA. If your company currently offers or plans to...
27 February, 2023