22
Sep
CEO Musings: Fall 2023 Status, Wealth Transfer Taxes
By Mike Hoffman, Esquire, CPA Back in the summer of 2011, I wrote an
03
Jul
How Can a Buy-Sell Agreement Help Protect Assets For Future Generations?
There are three phases to estate planning. The first phase involves having your “core” documents
16
Jun
Do You Fully Understand Your Payroll Responsibilities As A Business Owner?
There are many responsibilities that fall on business owners. One of the most essential duties
15
Jun
The IRS Announces That They Will Begin Auditing Employee Retention Credit Claims
In 2020, the Employee Retention Credit (ERC) was created by the CARES Act to assist
15
Jan
The Secure Act 2.0: Promoting Retirement Savings
Congress has included the Secure Act 2.0 (the “Act”) in its 2022 year-end Omnibus budget
30
Sep
2021 Proposed Tax Reform
On September 13, 2021, the House Ways and Means Committee released a proposal for
22
Sep
What is a Step-Up in Basis?
We refer to the purchase price of an asset as “basis.” Capital gains tax
25
Aug
Business Owners- What to Consider Before Trademarking Your Own Name
A trademark is a word or image that serves to inform consumers of the
20
Jul
Is Marriage a Necessary Step?
As older couples contemplate and move forward with divorce, some are starting a second
05
Jan
Key Updates of the Consolidated Appropriations Act, 2021
On December 27, 2020, President Trump signed into law the Consolidated Appropriations Act, 2021. Below
