Cash flow is the lifeline of your business, but did you know tax credits could be the boost you need to fuel growth? Learn how to unlock powerful tax credits that keep more cash in your business and support sustainable growth.
As the year ends, it’s time to evaluate your stock portfolio and optimize your tax position. Whether it’s offsetting gains with losses, leveraging the 0% capital gains tax rate, or donating appreciated securities, there are many opportunities close the year strong.
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.
Did you know the IRS charges an 8% penalty on underpaid estimated taxes in 2024? Managing your estimated payments is critical, especially with fluctuating income or unexpected gains.
Wrap up the year strong with a financial check-up for your business! A year-end review is more than a routine task—it’s a chance to boost profitability, improve cash flow, and set the stage for growth in the coming year.
Thinking about hiring household help? From nannies to gardeners, employing household staff comes with important responsibilities—especially around payroll and taxes. Learn about worker classification, payroll requirements, tax implications, and how to stay compliant.
Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot.
Ready to hire independent contractors? The flexibility can be a game-changer, but don’t skip on IRS compliance! QuickBooks Online simplifies this process, making it easier to manage payments and tax reporting.
Bringing on seasonal employees for the busy season? Don’t forget about payroll tax obligations! Learn how to stay compliant with essential tips on managing payroll taxes, proper worker classification, and more.
As a business owner, planning for your retirement is entirely in your hands. Contributing to tax-deferred accounts like a Solo 401(k) or SEP IRA can help secure your future and reduce your taxable income.
