To Port or Not to Port: Is Filing for Portability Right for You?
The option of portability when planning your estate could make a substantial difference come tax time,…
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When Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high in 2020, not as many…
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Retirement Plan Options for Self-Employed Business Owners
Owning your own business gives you a great deal of freedom to make your own choices.…
Read this Insight...IRS Sends Warning Letter to Cryptocurrency Users About Reporting
Taxpayers who exchange cryptocurrency may receive a letter this month from the IRS regarding reporting issues.…
Read this Insight...Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th…
Read this Insight...Decrypting Cryptocurrencies
What are cryptocurrencies? The news is teeming with excitement about cryptocurrencies, whether it be Bitcoin, Ethereum…
Read this Insight...Tax Benefits of Vacation Rentals
In light of recent news on the regulation of vacation rentals, it is important to know…
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Student Scholarships – Free Money or Taxable Income?
The taxability of student scholarship funds has been an issue for many years. In any student…
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Corporate Transparency Act: What Small Businesses and Trusts Need to Know About New Reporting Requirements
2023 Year-End Tax Planning for Businesses
2023 Year-End Tax Planning for Individuals
IRS Releases 2024 Retirement Plan Limitations
Solomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties
Revenue Recognition for Franchisors
Danna McGrew Named one of the 2023 Top 50 Women in Business by PCBT
What does SECURE 2.0 mean for small employers?
Charting Her Course Podcast Featuring Bridget Foreman, CPA
Key Tax Considerations for Real Estate Investors in 2023
Welcome to Tax Season 2023
