Traditional IRA Withdrawal Rules

For most of your life, saving for retirement has likely been a financial goal or an area you have consciously tried to save for. Planning for withdrawals as you enter […]
Read MoreFor most of your life, saving for retirement has likely been a financial goal or an area you have consciously tried to save for. Planning for withdrawals as you enter […]
Read MoreFor many years, the number of S corporations have been on the rise, due to high corporate tax rates and double taxation. Business owners were able to receive limited liability […]
Read MoreIt is now even easier to deduct the cost of the business equipment and other depreciable property you are buying for your business. The Tax Cuts and Jobs Act (TCJA) […]
Read MoreAs we get into the summer, there is no better time to reconsider your investment strategy. Whether you are looking to make large scale changes or minor tweaks, the following […]
Read MoreBy Miranda Aavatsmark In case you had not heard, never watch the news, or do not regularly check your Twitter, the estate and gift tax exemption doubled from about $5.5M […]
Read MoreThe Tax Cuts and Jobs Act of 2017 created an avenue for taxpayers to temporarily defer capital gains, potentially exclude up to 15% of those same deferred gains, and permanently […]
Read MoreThe Tax Cuts and Jobs Act (TCJA) created qualified opportunity zones (QOZs), a significant new tax incentive, to encourage long-term, private investment in more than 8,700 economically distressed and low-income […]
Read MoreThere are other ways to receive charitable tax deductions, besides making cash donations. Property donations, such as giving clothes to Goodwill, are deductible at the fair market value. It would […]
Read MoreTax planning is a cornerstone in retirement planning. When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved […]
Read MoreIs your company looking to hire new talent? Employers may be eligible for the “Work Opportunity Tax Credit” (WOTC) if they hire employees that meet specific criteria. There are 10 […]
Read MoreMany Continuing Care Retirement Communities (CCRCs) and Life Plan Communities (LPCs) are facing complex and dynamic challenges. In addition to the significant pressure of supporting an aging baby boomer population, […]
Entity-owned pharmacies are an important consideration for hospitals, community health centers, and other 340B grantee types. As retail pharmacy closures rise and the complexities of the 340B Drug Discount Program […]
By Joel Barnett, Technical Account Executive at Blue Pioneer Consulting and Holly Fields, CPA, Senior Manager at Blue & Co. Not-for-profit organizations handle sensitive data every day, which make them […]