Insights by Author: Gisela Rodriguez

Child Tax Credit Advances Start July 15

July 9, 2021

On July 15, 2021, the IRS will start sending monthly child tax credit payments to qualifying…

Read this Insight...

When is My Capital Gains Rate 0%?

July 16, 2020

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains…

Read this Insight...

The CARES Act: An Overview for Individuals

April 2, 2020

The CARES Act provides some big wins for individual taxpayers who are in need of an…

Read this Insight...

Corporations Receive Tax Clarity for Offshore Profits

July 25, 2019

The IRS released highly-anticipated clarity for multinational corporations on how U.S. tax will be calculated on…

Read this Insight...

DOL Revisits Overtime Rule in Proposal

April 23, 2019

On March 7, the Department of Labor (DOL) released a proposed rule that would raise the…

Read this Insight...

Top 7 Last-Minute Tax Strategies

December 21, 2018

There’s still time left in the year to make some last-minute tax moves. If you are…

Read this Insight...

Blended Federal Income Tax Rate for Corporations with Fiscal Year

June 17, 2018

In a recent release by the Internal Revenue Service, corporations operating on a fiscal year that…

Read this Insight...

Tax Relief in a Federally-Declared Disaster Area

January 22, 2018

On January 2, the President declared a major natural disaster for those areas affected by the…

Read this Insight...

Social Security Changes in 2017

July 17, 2017

The Social Security Administration released a few changes to the program making an impact in 2017.…

Read this Insight...

New Overtime Rule Put On Hold by Federal Injunction

January 11, 2017

A recent ruling by U.S. District Judge Mazzant has put a nationwide hold on the Department…

Read this Insight...

Congress Open to Considering a Pause on Automated Tax Notices

National Taxpayer advocate, Erin Collins, mentioned at a recent virtual seminar last Thursday that Congress may ...
Read this insight

IRS Announces 2022 Limits for Retirement Plans

The IRS has announced the new retirement plan numbers for 2022.Retirement limits for 401(k) and similar ...
Read this insight

What Papers do You Need to Save?

Sometimes it feels good to get rid of clutter, especially this time of year when the ...
Read this insight

Tax Policy Update: How the Build Back Better Act Affects Individuals

RECORDED WEBCAST  |  December 16, 2021 Download webcast slides The Senate Finance Committee’s release this past ...
Read this insight

DOL Reveals Key Change for Tipped Workers

Employees in occupations where gratuities are common, such as restaurant waitstaff, have long fallen into a ...
Read this insight

IRS Clarifies Temporary Deductibility of Per Diem Meal Expenses

The IRS has issued Notice 2021-63, clarifying previous guidance issued under Notice 2021-25 pertaining to the ...
Read this insight

Section 174 Research Deduction Changes for 2022

Have you been deducting your R&D expenses as they occur? Starting in the new year, that ...
Read this insight

Year-End Tax Planning for Individuals

As we near the end of another turbulent year, it’s time to discuss the steps you ...
Read this insight

Year-End Tax Planning for Businesses

2021 brought a wave of new tax changes for businesses, and 2022 could bring yet another ...
Read this insight

SAS 136: Preparation before year end

As previously communicated, Statement on Auditing Standards (SAS) 136, Forming an Opinion and Reporting on Financial ...
Read this insight

On Your Mark, Small Businesses: Get Set to Reserve the 2021 Main Street Hiring Credit

The Main Street Hiring Credit has been reenacted for 2021, bringing financial relief to small businesses ...
Read this insight

What To Know About the New Lease Accounting Standard

Every day that passes marks less time for private companies to get ready for ASC 842, ...
Read this insight