Tax

Next Act for the Employee Retention Credit (ERC): Top of the 2023 IRS “Dirty Dozen” List

Since its introduction three years ago under the CARES Act, the Employee Retention Credit (ERC) has had a significant impact on many for-profit and…

Addressing Unclaimed Property for Businesses

Many business owners are unaware of their obligation to perform due diligence regarding uncashed checks. Background: What is unclaimed property? Unclaimed property is a…

What You Need to Know about Cryptocurrency Contributions and Charitable Deductions as a Not-for-Profit Organization

Monetary donations are a large part of a not-for-profit organization’s funding portfolio. With many individual taxpayers contributing donations through non-cash means, it’s important to…

It’s Not Too Late: Wisconsin Unclaimed Property VDA Program

The Wisconsin Unclaimed Property Voluntary Disclosure Agreement (VDA) Program closes on February 28, 2023 All states, including Wisconsin, have laws that require businesses to…

Jim Brandenburg Featured in the Akron Beacon Journal

Jim Brandenburg was featured in the Akron Beacon Journal’s article regarding errors with tax reporting requirements for third-party settlement organizations. Jim, CPA, MST, has…

Hoosier Tax Madness: Senate Bill 2 Allows for Tax Savings for Indiana Businesses

Filing season for Hoosier business owners just got more exciting. Update: on February 22, 2023, Governor Holcomb signed into law Senate Bill 2. The…

On Demand – SECURE 2.0 Retirement Legislation: Tax Implications for Employers, Employees and Advisors

https://youtu.be/kvbhNcQvRkM SECURE 2.0 RETIREMENT LEGISLATION: TAX IMPLICATIONS FOR EMPLOYERS, EMPLOYEES AND ADVISORS February 8, 2022 The SECURE 2.0 Act of 2022 was signed into law…

Jim Brandenburg quoted in How New Tax on Stock Repurchases Could Impact Investors

Jim Brandenburg was quoted in a Financial Advisor article, “How New Tax on Stock Repurchases Could Impact Investors.” In it, he discusses transactions subject…

Congress Passes Omnibus Spending Bill Without Key Tax Provisions

IRS announces Form 1099-K delay, too What’s become a bit of a holiday tradition, Congress engaged in its end of year procrastination to complete…

Lower Your Property Tax Bill with these Efficient Steps

Owners of manufacturing and distribution properties are understandably discouraged by the recent rise in assessments and property taxes. For many property owners, assessments and…

Tax and Financial Planning Considerations before Year-end

The end of the year marks one of the most critical times for investors, as they face many decisions that impact their overall financial…

Tom Bayer Featured in Market Watch

Tom Bayer was quoted in an MSN Market Watch piece about the tax deductibility of assisted-living costs as medical expenses. Tom, CPA, CExP, is…

Recent Legislation Offers New and Enhanced Tax Credits and Incentives

The CHIPS and Science Act of 2022 was signed into law in August, with a goal to increase semiconductor chip manufacturing within the U.S….

Lesley Keller Featured in Financial Advisor

Lesley Keller was quoted in a Financial Advisor article about new versions of the IRS’ schedules K-2 and K-3 for partnerships and the associated…

The Latest Developments of the Employee Retention Credit Part 3: A Deeper Dive into the Technical Areas of the ERC

This is part 3 of a 3-part series that reviews the latest developments of the Employee Retention Credit (ERC), which was first introduced as…

Giving to Charity from your IRA

If you intend to take a Qualified Charitable Distribution (QCD) for your 2022 Required Minimum Distributions (RMDs), plan to do so by early December…

Tax Implications of Security Measures for C-Suite Executives

The security and protection of an organization’s high-profile employees should never be overlooked. Throughout our country’s history, people in the public spotlight have often…

Rising Interest Rates and the Ag Economy

As macroeconomic conditions worsen, farmers and the broader agricultural sector are beginning to feel the effects of rising interest rates and inflation. The “Farmer…

Jim Brandenburg Featured in Accounting Today and More

Jim Brandenburg discussed the Inflation Reduction Act and the impact of increased IRS audits in articles from Accounting Today, Financial Planning and the New…

WICPA’s Bottom Line Showcases Article from Jim Brandenburg

Jim Brandenburg’s co-authored article was featured in the Wisconsin Institute of CPAs’ “The Bottom Line” publication. The article explores tax regulations on NFTs. Jim,…

Tax

Next Act for the Employee Retention Credit (ERC): Top of the 2023 IRS “Dirty Dozen” List

Addressing Unclaimed Property for Businesses

What You Need to Know about Cryptocurrency Contributions and Charitable Deductions as a Not-for-Profit Organization

It’s Not Too Late: Wisconsin Unclaimed Property VDA Program

Jim Brandenburg Featured in the Akron Beacon Journal

Hoosier Tax Madness: Senate Bill 2 Allows for Tax Savings for Indiana Businesses

On Demand – SECURE 2.0 Retirement Legislation: Tax Implications for Employers, Employees and Advisors

Jim Brandenburg quoted in How New Tax on Stock Repurchases Could Impact Investors

Congress Passes Omnibus Spending Bill Without Key Tax Provisions

Lower Your Property Tax Bill with these Efficient Steps

Tax and Financial Planning Considerations before Year-end

Tom Bayer Featured in Market Watch

Recent Legislation Offers New and Enhanced Tax Credits and Incentives

Lesley Keller Featured in Financial Advisor

The Latest Developments of the Employee Retention Credit Part 3: A Deeper Dive into the Technical Areas of the ERC

Giving to Charity from your IRA

Tax Implications of Security Measures for C-Suite Executives

Rising Interest Rates and the Ag Economy

Jim Brandenburg Featured in Accounting Today and More

WICPA’s Bottom Line Showcases Article from Jim Brandenburg

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