Tax Planning Guide 2022-23
2022-2023 Tax Planning Guide Tax planning may be a real challenge this year. Minimizing taxes is never easy. But in times of legislative and economic uncertainty, it can be a real challenge....
30 October, 2022
tax break Tag
Is 2021 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...
19 September, 2021
Tax-Free Student Loan Payments
(authored by RSM US LLP) COVID-19 legislation permits taxpayers to provide tax-free payments for certain student loan payments through 2025....
08 June, 2021
IRS Provides Guidance on Business Meal Deductions
(authored by RSM US LLP) Notice 2021-25 provides temporary relief on deductions for food or beverage under the Taxpayer Certainty and Disaster Relief Act....
09 April, 2021
Claim Your Economic Impact Payments on Your 2020 Tax Return
One of the more tax-troubling issues this year is the distribution of what Congress refers to as the recovery rebates. You may know these payments as the Economic Impact Payments...
22 March, 2021
Are Your Unemployment Benefits Taxable?
Unemployment Benefits We've seen numerous changes to unemployment benefits throughout 2020 and 2021. Now, President Biden’s American Rescue Plan that Congress enacted in March of 2021 has extended the additional $300...
18 March, 2021
2020 COVID Relief Affecting Individual Taxpayers
Tax Season is here. Before you gather and submit your 2020 tax information, here are a few things you need to know. Below is an overview of key provisions in...
26 January, 2021
Game-changing Updates to the Employee Retention Tax Credit
(authored by RSM US LLP) Paycheck Protection Program (PPP) loan recipients may now qualify for the employee retention tax credit based on new legislation signed....
08 January, 2021