Insights by Author: Elizabeth Boscacci

Year-End Tax Planning for Individuals

October 28, 2016

With changes in the political landscape on the horizon, prospects for tax reform in 2017 and…

Read this Insight...

2015 Year-End Tax Planning for Individuals

October 9, 2015

The first day of Fall is our signal to begin year-end tax planning. While the 2015…

Read this Insight...

Small Business Reprieve on Health Premium Reimbursement Plans

May 15, 2015

Historically, companies that wanted their employees to be protected with health coverage, but didn’t want the…

Read this Insight...

Highlights of the 2014 Tax Extender Package

January 19, 2015

On December 19, 2014, the President signed into law the Tax Increase Prevention Act of 2014…

Read this Insight...

2014 Year-End Tax Planning for Individuals

October 7, 2014

It’s hard to believe that we are getting towards the end of another year, but with…

Read this Insight...

2013 Year-End Tax Planning for Individuals

September 25, 2013

As we near the end of 2013, now is an excellent time of year to review…

Read this Insight...

New Option for Home Office Deductions

March 5, 2013

In an effort to make things easier for owners of home-based businesses and for some home-based…

Read this Insight...

IRS Questioning Under-Reporting on Business Returns and 1099-K Matching

December 28, 2012

The Internal Revenue Service is now using information statements to look for under-reporting on business returns.…

Read this Insight...

Tax Court Denial of Charitable Deductions

August 14, 2012

The Tax Court recently ruled that a married couple’s significant amount of charitable contributions were not…

Read this Insight...

Social Security Statements Available Online

May 22, 2012

As of May 1, the Social Security Administration now provides workers, ages 18 and over, with…

Read this Insight...

Annuities: Know the Pros and Cons

Some love annuities, some hate them, but there's no denying that many find them useful, and ...
Read this insight

Is It Time to Move Off of QuickBooks?

QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your ...
Read this insight

When is My Capital Gains Rate 0%?

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains ...
Read this insight

Tax Considerations for Today’s Mergers & Acquisitions

In the midst of continued uncertainty oscillating in the global market, opportunities emerge in times of ...
Read this insight

SBA Stimulus Funding May Prompt Single Audit

In a rapid emergency response to the global pandemic, the federal government rolled out the Coronavirus ...
Read this insight

FASB Grants Delay for Revenue Recognition and Leases Standard

In a recent and welcomed move, the Financial Accounting Standards Board (FASB) approved a one-year deferment ...
Read this insight

Congress Loosens PPP Loan Restrictions

Congress recently passed legislation to loosen some of the restrictions that came with the popular Payroll ...
Read this insight

Stimulus Payments Being Sent as Visa Debit Cards

The Internal Revenue Service has been distributing Economic Impact Payments to taxpayers across the nation since ...
Read this insight

Do You Need a Will and a Trust?

Everyone wants to protect their families, even after they pass from this world. That’s the purpose ...
Read this insight

The Essentials of Cloud-Based Accounting Software

“Siri, what is my year-to-date net income?” This is where technology is going. Are you on ...
Read this insight

The CARES Act: Big Changes to Retirement Plans

Let’s talk retirement planning. How should retirement accounts be handled after the big changes seen in ...
Read this insight

May 7 Deadline for Big Businesses

The Treasury Department is granting safe harbor to large and public companies that voluntarily return stimulus ...
Read this insight