Posted by Joe Webb and Matt Rager
Read MoreSzymkowiak & Associates CPAs and PEAR Consultants, LLC are joining Cohen & Co, one of the top tax and accounting firms in the U.S.
Read MoreThe U.S. Court of Federal Claims recently determined that a U.S. couple living abroad could claim a foreign tax credit against the tax liability imposed by the net investment income (NII) tax. This is a significant decision for taxpayers living outside of the U.S., as it means those with foreign...
Read MoreCharitable giving has been a part of our society since ancient times, dating back to when the Egyptians built the pyramids. But it was only in 1954 that the modern tax code caught up and began recognizing public charitable organizations — vehicles bringing critical aid to those in need...
Read MoreCreating strategies for both estate and business succession planning is equally important. On the business side, it’s not just about preparing for your retirement but also about preparing for unexpected events. Either way, proper planning identifies which position you want to replace...
Read MoreOn December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023 (CAA). In addition to serving as the legislative vehicle to fund the federal government for fiscal year 2023, the CAA also includes the SECURE 2.0 Act of 2022. SECURE 2.0 is a continuation of the...
Read MoreSelling your business isn’t just about the business. That takes center stage of course, but it’s also just as much about you, the owner, and how financially prepared you’ll be in the next phase of your life. That’s where modeling the sale of your business and the impact it...
Read MoreThe SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 significantly changed the landscape of retirement savings for many individuals. Of the key areas the Act targets to help Americans prepare for retirement, many impact a common savings vehicle: Individual Retirement...
Read MorePosted by Jamie Studer and Alane Boffa
Read MoreOn August 16, 2022, President Biden signed the Inflation Reduction Act (IRA), which is a scaled back version of the Build Back Better Bill in play last fall. The IRA contains a handful of federal revenue raising provisions — to the tune of more than $700 billion — as well as...
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