After you retire, your pension plan typically offers you at least two alternatives: a consistent income stream or a one-time lump-sum payment. Which alternative suits your circumstances the best?
The business appraisal and evaluation process for an exit strategy can be challenging. Learn where to start and what questions to ask.
On July 1, 2023, more than 8,000 Virginia employers will receive a notice about RetirePath, a state-sponsored retirement program. Employers will need to register by February 2024, offer their own plan, or pay a per-employee fine.
For members of the LGBTQ community, securing financial peace of mind can be particularly pressing. Read on for special considerations.
Pass-through entity elections are creating tax planning complexity. This article explains what you need to know and what you should do next.
Retirement plan trusts can be an excellent tax planning tool when passing on accumulated wealth to the next generation. Here’s how they work.
With so many questions remaining five years after Wayfair, sales and use tax nexus planning remains critically important.
The IRS released Notice 2023-43 to provide interim guidance on plan correction changes under SECURE 2.0 until Rev. Proc. 2021-30 (EPCRS) is updated.
By Charles Dean Smith, Jr., CPA | Bipartisan proposed legislation would prevent individual taxpayers from incurring federal penalties for failing to accurately calculate estimated payments for current-year tax liability when requesting tax filing extension
From corporate tax changes to clean energy tax credits, the 179D commercial building deduction, and more, the Inflation Reduction Act contains a myriad of tax law changes for 2023 and beyond. This article details 12 tax changes likely to impact most taxpayers.
As Internet Explorer will discontinue browser security updates by August of 2021, this site is best viewed using Google Chrome, Safari or Microsoft Edge.
