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9 ways to finance an acquisition
Acquiring another company can be an effective way to grow your business, but transactions typically require capital. Not only may funds be needed for the initial purchase but also for the integration of the businesses, equipment upgrades, personnel changes, relocations, and new sales and marketing initiatives. In this article, we will discuss nine different types of acquisition financing you should consider.
The Clean Vehicle Tax Credit Program
The Inflation Reduction Act includes the Clean Vehicle Tax Credit program which provides tax credits for purchasing electric vehicles. Learn about the tax credits and limits on qualifications.
Tax-loss harvesting: capital gains and losses
Tax-loss harvesting is a strategy that enables a taxpayer to reduce taxes by using losses to offset gains or income. While taxpayers often wait until the end of the year to assess gains and losses, the opportunity for tax-loss harvesting can happen at any time throughout the year.
Research and Development Tax Credits
While most companies expense the cost of research and development activities, most fail to take advantage of the R&D tax credit. Learn how the tax credit works and what expenses qualify for it.
Overview and Benefits of a Stock Option Plan
A stock option plan can be used to align the interests of employees and shareholders, and attract and retain talented workers. This video will cover the basics of a stock option plan and how your company may benefit from having one.
Tax advantages of qualified charitable distributions
Learn how qualified charitable distributions from your IRA can help save in taxes while benefiting a worthy cause.
Help your child grow their summer earnings by using a Roth IRA
As your child begins to earn money from a summer job, it's a great time to teach them about saving for the future. A Roth IRA enables young adults to save and grow their hard-earned money for the future.
Summer jobs: tax considerations for parents and their children
For many teenagers, summer often means a time for family barbecues, swimming in the pool, and working a summer job. For many parents, this means dealing with the tax implications of their child’s income. In this article, we'll provide an overview of what tax filings may be required for your working teenager.
Preparing Your Business for a Recession
A recession can be challenging for any business. However, business owners can take steps to prepare for a recession and position their companies for growth as the economy recovers. In this video, we'll provide six tips to help you and your business prepare for a recession.
IRS proposes regulations to the basic exclusion amount for estate and gift tax
Many wealthy individuals have taken steps to maximize their lifetime gift tax exemption before it reverts back to a lower level in 2026. However, the IRS recently proposed new guidance that would allow for clawbacks of certain gifted assets. Learn more about the proposed changes in this article.
Tips for Raising Financially Literate Young Adults
Parenting comes with many responsibilities, which include teaching children how to budget, save money, and make responsible financial decisions. In this video, we’ll cover six tips to help your children learn about saving, spending and investing.
What you need to know about state inheritance & estate taxes
Many people are aware of the federal estate tax, but few realize that certain states also levy estate and inheritance taxes on the assets one leaves behind. Learn about which states impose taxes, what the tax rates are, and how they may affect your estate planning.
Estate planning considerations for blended families
When two people with children from previous relationships get married, they form a blended family. While this can create a unique and loving situation, it raises some complicated estate planning considerations. In this article, we discuss how to ensure that your stepchildren are included in your estate plan and how to make sure that your biological children are never left out.
Succession Planning for Nonprofits
Grooming future leaders and mapping out a succession plan in advance is one of the best ways to mitigate the risk of losing key personnel and prepare for the future needs and growth of an organization. This video offers tips and best practices for creating and implementing a succession plan for your nonprofit.
Treasury Department reinstated the annual RMD for inherited Individual Retirement Accounts
In February of 2022, the IRS and Treasury released proposed regulations that provide updated guidance for the SECURE Act of 2019, including significant changes for beneficiaries of inherited IRAs and 401(k) plans.