There was a dramatic drop in merger and acquisition activity last year due to rising interest rates and a slowing economy. The total value of M&A transactions in
Most people are more concerned about their 2022 tax bills right now than their 2023 tax situations. This is understandable because your 2022 individual tax return is due
Businesses like restaurants, hotels, and salons employ individuals who receive tips as a significant part of their compensation. Tips are optional payments customers make to employees who perform
Most retirement plan distributions are subject to income tax. They may also be subject to an additional penalty if you take an early withdrawal. What’s considered early? In
Many people began working from home during the COVID-19 pandemic. Many still work from home offices either all the time or on a hybrid basis. If you’re self-employed
A variety of tax-related limits affecting businesses are indexed annually, and due to high inflation, many have increased more than usual for 2023. Here are some that may
The IRS opened the 2023 individual income tax return filing season on January 23. That’s when the agency began accepting and processing 2022 tax year returns. Even if
The 2023 filing season deadline is drawing near, but you should also be aware the deadline for businesses to file information returns for hired workers is even closer.
College is expensive and the tax code provides multiple tools to make it less painful: 529 plans for tax-free growth, education tax credits for current-year savings, the new
If your small business has a retirement plan, and even if it doesn’t, you may see changes and benefits from a new law. The Setting Every Community Up
If you’re a parent or grandparent with college-bound children, you may want to save to fund future education costs. Here are several approaches to take maximum advantage of
The Employee Retention Credit (ERC) was a valuable tax credit to help employers who kept workers on staff during the height of the COVID-19 pandemic. While the credit
Let’s talk about how our experts can help you reach your financial goals.