2014 Year-End Tax Planning for Businesses

It is that time of year to start thinking about your year-end tax planning. Let’s dive into a few business-related topics that you should consider as you begin planning for your business. Final Tangible Asset Regulations – Repair Regs For tax years beginning on or after January 1, 2014, businesses will see the application of the final tangible asset…

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2014 Year-End Tax Planning for Individuals

It’s hard to believe that we are getting towards the end of another year, but with the end of 2014 in sight, now is an excellent time to review your tax planning strategies and goals to help reduce your tax burden. The 2013 tax season saw significant rate shifts for individuals. Thankfully, there have not…

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The Tax Reform Act of 2014’s Effect on Nonprofits

In early 2014, Dave Camp, U.S. Congressman and Chairman of the Ways and Means Committee, unveiled an extensive plan to overhaul the federal income tax code. His legislation is called the Tax Reform Act of 2014, or more simply, the Camp Proposal. It is designed to “fix America’s broken tax code by lowering tax rates,…

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Phone Scams Continue

It is important to us at BPW to keep our clients and community apprised of not only important industry updates but also issues that will protect your confidential information. In a recent news release, the IRS stated that telephone scams continue to be reported from taxpayers. These scammers pretend to be calling on behalf of the IRS, demanding payment…

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CA Partial Sales and Use Tax Exemption

As a way to encourage economic growth in California, a new tax law recently went into effect that may offer significant savings for your business. The new California partial sales and use tax exemption allows certain businesses to purchase or lease manufacturing or research and development (R&D) equipment at a reduced sales and use tax…

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Targeted Partnership Allocations on the Rise

When working with partnership formation agreements for traditional partnerships and Limited Liability Companies, it has become increasingly more common to see a preference for targeted partnership allocations versus the more traditional agreement that liquidates based on positive partner capital accounts. This type of partnership has become popular for real estate partnerships, as it paints a…

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The IC-DISC: How Your Foreign Sales Can Save You Tax

If your business exports goods that are made or grown in the United States or performs services in the U.S. for foreign construction projects, there are special tax incentives available that allow you to defer or reduce your income tax. This is accomplished through a little known yet tried-and-true entity called the “interest-charge domestic international…

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Regulations Released for Estate and Trust Deductions

The IRS has issued final regulations as to which costs incurred by non-grantor trusts and estates are subject to the 2% floor on miscellaneous itemized deductions. These regulations retain most of the proposed regulations from the IRS’s September 2011 proposal, including the rule that certain fees be unbundled. The final regulations were, in part, a…

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Converged Standard on Revenue Recognition Released by FASB and IASB

After many years of collaboration, the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) have released the final converged standard for revenue recognition, creating a common approach for both U.S. Generally Accepted Accounting Principles (U.S. GAAP) and International Financial Reporting Standards (IFRS). The FASB standard falls under Topic 606, Revenue from…

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A Major Change in the Rules of IRA Rollovers

With a recent ruling by the United States Tax Court (the Court), there is now a big change in the rules of nontaxable IRA rollovers. In the case of Bobrow v. Commissioner of Internal Revenue, the Court ruled that the one nontaxable rollover per-year (365-day period) does not apply to each IRA separately, but that…

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