Beware of State Equivalent 1099 Filing Obligations
(authored by RSM US LLP) As millions prepare to file federal forms 1099, the obligation to file state equivalent returns is often overlooked....
22 December, 2023
Author: Don Breckenridge
Year-End Giving Strategies For 2023
Make your year-end giving count! Discover the best strategies for 2023 to maximize your charitable contributions and tax savings in our latest article. Dive into the specifics of smart donating...
20 December, 2023
How to Maximize Your Charitable Contributions
When planning your charitable donations, it's important to maximize the tax benefits of those contributions. Given the current standard deduction amounts, donors must be strategic to realize any significant benefit...
18 December, 2023
Early Retirement Withdrawals: Avoiding the 10% Penalty
Uncover potential circumstances under which you can tap into your retirement savings early without facing hefty penalties. From qualifying plan specifics to the latest updates in IRA rules, this article...
06 December, 2023
End-of-year Tax Update: IRS News and Strategic Moves for 2023
Stay ahead with our end-of-year tax update for 2023, providing the latest IRS news and strategic moves you need to know. Discover key information to help you navigate your taxes...
04 December, 2023
Tax, Retirement, and Social Security Changes for 2024
Are you prepared for the tax, retirement, and Social Security changes coming in 2024? Stay ahead with our expert insights and start planning your financial strategies today....
04 December, 2023
Delaying Retirement: A Strategic Move for Financial Security
Considering delaying retirement for better financial stability? This article explores the strategic advantages of working a few more years before you finally call it quits. Discover how this decision can...
04 December, 2023
IRS Delays Implementation of Lowered Form 1099-K Reporting Threshold
The IRS has postponed the implementation of the new lowered reporting threshold for Form 1099-K. Learn more about this tax form and the impact of this delay on your financial...
04 December, 2023