Dear clients and friends, As the holiday season rapidly approaches and we are nearing the end of 2023, we are excited to let each of you know about a simple yet exciting change we’ve been rolling out. In fact,...
Continue Reading
July 2023 Update – Family Businesses Must Beware of Fraud & Are Scholarships Taxable? Family businesses make up a huge percentage of companies in the United States and produce much of the country’s gross domestic product. Often defined as...
What’s Your Taxpayer Filing Status? For many people, December 31 means a New Year’s Eve celebration. However, from a tax perspective, it’s a key date in determining the filing status you’ll use when filing your tax return for the...
Year-end Gifts And The Gift Tax Annual Exclusion With the holidays and year-end approaching, you might be considering making gifts of stock or cash to family members and other loved ones. By using your gift tax annual exclusion, those...
What’s Your Taxpayer Filing Status? For many people, December 31 means a New Year’s Eve celebration. However, from a tax perspective, it’s a key date in determining the filing status you’ll use when filing your tax return for the...