Posted on August 16, 2023
by
Sandi Perez
Prenuptial agreements, also referred to as prenups, are commonly entered into to address specific financial aspects of the parties who intend to be married. For individuals remarrying, prenups can clarify what assets, including business assets, will be available to the future spouse and what amount will be set aside for either party’s heirs. Ultimately, the […]
Posted on March 16, 2023
by
Kevin McNally
In this episode, Associate Director of Tax Services Kevin McNally explains how the Inflation Reduction Act will impact individual taxpayers.
Posted on October 06, 2022
by
Adam Cohen
In this episode Associate Director of Tax Services Adam Cohen explains the tax and audit requirements for not-for-profit organizations.
Posted on August 15, 2022
In this episode Associate Director of Tax Services Adam Cohen explains the tax and audit requirements for not-for-profit organizations.
In this episode Associate Director of Assurance and Advisory Services Melissa Fleitas shares what plan sponsors need to know about required reporting of 401(k) plans and employee benefits programs.
Posted on February 23, 2022
When establishing a trust, grantors must take special care to ensure trust documents clearly communicate how they intend the trust and its assets be treated for income-tax purposes. While there are a variety of different types of trusts with assorted names and features to meet an equally broad range of needs and goals, one of […]
Posted on February 01, 2022
The IRS began accepting individuals’ 2021 federal income tax returns on January 24, marking the beginning of the 2022 tax filing season. For this year, taxpayers will have an additional three to four days to meet the filing deadline, known as Tax Day, which typically falls on April 15. In 2022, Tax Day falls on […]
Posted on February 25, 2021
Rarely do taxpayers have an opportunity to reduce their taxable income and related tax liabilities in a given year after the clock strikes midnight on December 31. This is not the case for certain trusts, which the IRS grants an additional 65 days after year-end to distribute income to beneficiaries and treat it as if […]
