Blogs and News

• Offit & Roth Joins RRBB Expanding the Firm’s Advisory Platform into Maryland
• Time for a tax planning review
• U.S. Court of Federal Claims in Kwong v. United States
• Joe Caplan Included in NJBIZ 2026 Finance Power List
• Your summer financial checklist
• An IRS notice? Get help!
• Social Security planning starts now
• Reminder: Now is the time to make your estimated tax payment
• Stay tax-efficient with multi-year planning strategies
• Five reasons why the IRS will audit you
• Simple bookkeeping changes that reduce taxes instantly
• Lower this year’s tax obligation
• Excess gift giving could cause a tax surprise
• One of the best places for parents to look for tax savings
• Six must-dos when you donate to charity
• Kids can be expensive! Here are some tax breaks to help
• Time to create your 2026 tax plan
• Understanding 529 savings plans
• Is it really the IRS? Four tips to ensure your security
• RRBB Leaders Dave Roth, Joe Caplan, and Gail Rosen Named to Forbes Best-in-State CPAs 2026
• April 15 deadline is here. Did you pay your first quarter estimated taxes?
• Refund delay? Understanding IRS Notice CP53E
• Last-minute details, tips, and freebies for Tax Day
• Safeguarding your business’s cash with segregation of duties
• Retirement tips for every age
• Don’t forget these ideas to lower your taxes
• Ten sources of tax-free income everyone should know
• Amy Grant Joins Women in Leadership Panel for the Somerset County Business Partnership
• Understanding tax credits vs. deductions
• Your tax planning cycle starts now
• Joe Caplan Named in NJBIZ 2026 “Leaders in Finance”
• Do you need to file a tax return?
• RRBB Named in 2026 Accounting Today Regional Leaders for The Mid-Atlantic and Recognized as a Top Firm to Watch
• Want money when you retire? Here are some tips
• Tax-free rental of your property
• Simple ideas to help your small business
• Easy-to-miss income sources that can cause tax headaches later
• Gail Rosen Named to the Forbes 2025 “Top 200 CPAs in Americas” List
• Late filing of S corporation and partnership returns can be costly
• Your ultimate tax filing checklist
• The 10% early withdrawal penalty
• Improving the usefulness of your bookkeeping
• Time to get organized for tax season
• New mileage rates announced by the IRS
• Reminder: Fourth quarter estimated taxes now due
• RRBB Announces Promotion of Mike Almeida to Partner and Managing Member
• Consider these tax resolution ideas
• Creating order out of chaos
• Tips to protect your tax information
• Plan your 2026 retirement contributions
• Kleespies, Horwitz & Associates Joins RRBB and Introduces Superior Payroll, LLC
• IRS updates regulations for new Trump Accounts
• Sal Lavadera Included in 2025 Somerset County “Top 40 Under 40” Awards
• Getting ready for taxes this year and next
• Your year-end tax and financial checklist
• Gail Rosen CPA PC Brings Decades of Experience and Dedicated Team to RRBB
• Setting up benefits for next year
• Borrowing money from your 401(k)
• The new car interest deduction
• 2025 year-end tax planning tips for your business
• Year-end tax planning tips: 2025 edition
• There is still time to reduce any tax surprises
• Amy Grant Joins RRBB as Chief Operating Officer
• RRBB Named Finalist for NJBIZ 2025 Business of the Year Award
• Social security benefits announced for 2026
• Leveraging gift rules to your advantage
• Itemizing deductions may be back for you
• Defending fair market value
• Dave Roth Receives NJCPA 2025 Impact Ovation Award
• Tentative tax-free tip occupations announced
• Using losers to make winners
• Property taxes: What every homeowner should know
• Key tax planning topics to consider in 2025
• Understanding tax terms: Applicable federal rates
• The truth behind common tax myths
• Reducing the cost of higher education: Ideas to manage your tax breaks
• Reminder: Now is the time to make your estimated tax payment
• Family teamwork: A smooth transition through the ages
• Dave Roth Receives 2025 NJBIZ Executive Excellence Award
• From sole proprietor to s-corp: Consider a switch
• Overtime pay deduction explained: What the OBBBA tax law means for you
• Multiple changes make forecasting your business tax obligation more important than ever
• Tip and overtime tax breaks require your attention
• Make your child a tax-free millionaire
• What the new tax bill means for parents
• New tax law lightens compliance for small businesses
• Strategic Growth at RRBB Continues with New Partner and Managing Member Cathy Davis
• Income and spending details: The IRS lays it all out
• Personal exemptions gone plus $6,000 new deduction
• RRBB Welcomes Dan Laidlaw to Expand Audit Leadership and Support Growing New York Client Base
• Tax-free tips are here
• RRBB Celebrates Promotions and New Hires Amid Record Growth
• Positioning your business for private equity: Key traits of an ideal platform company
• The One Big Beautiful Bill Act: What you need to know
• RRBB Hires Matt Sampson and Continues to Strengthen Its Team
• Understanding tax terms: Installment sales
• Custodial accounts for kids: Understanding the trade-offs of this great teaching tool
• Common tax questions: What everyone is wondering
• 6 mistakes to avoid in a business valuation
• Understand the options and costs of paying a tax bill with a credit card
• Watch out for these tax surprises
• Reminder: Now is the time to make your estimated tax payment
• Be prepared for surprise business expenses
• RRBB Opens New Office in Wall to Support Continued Growth and Client Service
• Seasonal jobs and taxes: What you need to know
• When the market dips, tax opportunities rise
• You think your EBITDA is $4M? Let’s talk about your cousin on payroll and the Porsche
• Researching charities to avoid fraud and help others
• Keep great business records with these tips
• Estate planning tips for every family
• Time to start your tax planning
• Better to be surprised now than during an audit
• What is a quality of earnings report and why do you need one if you are selling your business?
• An earnings report review is for everyone
• Age does matter, when it comes to tax obligations
• Joe Caplan Appointed to AICPA Foundation Scholarship Committee
• A guide to tax record retention
• It’s Tax Day! Don’t forget 1st quarter estimated payments
• Why do I need a tax professional when I can buy tax prep software?
• Tax bill payment options expand digitally: Understand the options and costs
• Those pesky delays: Here are some of the common causes
• It’s tax time! Here are some last-minute details and tips
• How to maximize deductions for assisted living
• Help! My tax form is wrong!
• Tax uncertainty requires preparedness
• Jackie Engelsman Speaks on Women in Marketing Panel for Somerset County Business Partnership’s Annual International Women’s Day Event
• ALERT: Small business beneficial ownership reporting update
• RRBB Ranked Second on Accounting Today’s 2025 Regional Leaders List for the Mid-Atlantic
• Manage your business’s unemployment taxes
• Understanding the tax gap: How voluntary tax compliance is measured
• Tax return information that’s easy to miss
• How recent IRS workforce changes may impact your tax filing
• The new problem with IRS identity theft
• FinCEN extends beneficial ownership information reporting deadline by 30 days
• Tax savings can be found in the elections you make
• Does your mileage log travel the distance?
• Understanding tax terms: Covering the bases on basis
• Review and correct your 1099s now
• Understanding tax terms: contemporaneous records
• IRS proactively issues one million rebate payments
• Maximize the child and dependent care credit
• It’s tax preparation time
• “Delisted Accounting” Published by Planet MicroCap Review Magazine
• 2025 mileage rates are here
• Now is the time to make your estimated tax payment
• Leveraging kiddie tax rules
• Tax season is scam season
• Plan your 2025 retirement contributions
• Gone phishing?
• Watch out for these tax myths
• Tax planning for your business
• Taxes: understanding the essentials
• The 2025 tax law uncertainty
• Jackie Engelsman Included in Somerset County Business Partnership “Top 40 Under 40” Awards
• Great tax moves you can still make before the end of the year
• How to avoid name mismatch audits
• Is there a taxable income reduction idea you can use?
• What is taxable and not taxable?
• Hike in Social Security Benefits announced for 2025
• RRBB Unites With Leading Firms, Elevating Client Service, Innovation, and Opportunities for Team Members
• Understanding tax terms: Head of household
• What records do I need to keep?
• RRBB Advisors Hires New Tax Partner, Suha Uddin
• A dozen tax planning triggers
• Surprise! Your stock loss is not deductible
• Dave Roth Joins Panel on Exit Strategies for Business Owners
• Inside Public Accounting Once Again Names RRBB a Top 300 Firm
• An option to deduct summer activity expenses
• Brian Zucker Named an “ICON” by NJBIZ
• Dave Roth Listed in 2024 NJBIZ “Accounting Power 50”
• Retirement plan options for small business owners
• Brian Zucker Presents at The SPAC Conference
• Take advantage before tax changes occur
• Tax tips to aid in retiring early
• This large gain exclusion creates a tax risk
• Anticipating your refund? What you should know
• IRS notices creating alarm: Here is what to know
• Accounting Today Again Names RRBB a 2024 Regional Leader in the Mid-Atlantic
• President Biden’s proposed budget highlights his tax agenda – part two
• President Biden’s proposed budget highlights his tax agenda – part one
• Oh no! Your tax refund is now a bill
• New tax rules are creating confusion for homeowners
• A great place to lower your taxes: your paycheck
• The DOL issues new final rule on independent contractor vs. employee status – part two
• The DOL issues new final rule on independent contractor vs. employee status – part one
• Rob Quick Listed in NJBIZ 2024 “Leaders in Finance”
• No check! Where’s your proof?
• The $500,000 homeowner tax break
• Avoid a penalty and tax surprise when withdrawing from retirement accounts
• RRBB Advisors, LLC Welcomes Cardillo & Co.
• File a business return on time or pay the price
• Review these common causes of filing delays
• Six surprising taxable items
• Mike Almeida Joins RRBB’s Growing Team
• When it makes sense to file a tax return as soon as you can
• IRS identity theft season begins now
• Dave Roth Listed in ROI-NJ’s “Influencers Power List 2024: Accounting”
• Giving tech and biotech startups a leg up
• 2024 tax calendar
• Vagif Isakhanli Published by NJCPA in New Jersey CPA Magazine
• The IRS unveils ERTC relief program for employers
• There’s a new threshold for electronically filing information returns
• New mileage rates for 2024 announced by the IRS
• Brian Zucker Speaks at The Microcap Conference
• Plan your 2024 retirement contributions
• Great tax tips to start the New Year
• Rosenberg Rich Baker Berman, P.A. Hires New Audit Partner, Luis Fonzo
• Best way to avoid an IRS audit: preparation
• Tips for a smooth tax season
• Selling property to family creates tax complications
• Know what the IRS knows about you
• Businesses: Do you have to comply with the new corporate transparency reporting rules? Part two
• Chris Stout Included in Somerset County Business Partnership “Top 40 Under 40” Awards
• Businesses: Do you have to comply with the new corporate transparency reporting rules? Part one
• Surprise! The mutual fund tax trap
• IRS delays new reporting rule for online payment processors
• 5 strategies to cut your company’s 2023 tax bill
• Take action now to reduce your 2023 income tax bill – part two
• Take action now to reduce your 2023 income tax bill – part one
• How the 2024 cost-of-living adjustment numbers affect your year-end tax planning – part two
• How the 2024 cost-of-living adjustment numbers affect your year-end tax planning – part one
• Tax planning: Now more important than ever
• Audit proof your deductions
• Year-end tax planning tips for your business
• Len Friedman Presents Healthcare M&A Tips for The Healthcare Services Investment Conference
• IRS offers a withdrawal option to businesses that claimed ERTCs
• Large retirement account balances can cause tax problems
• Deciding whether to make lifetime gifts or bequests at death can be a deceptively complex question
• Hike in Social Security benefits announced for 2024
• Think twice about automatically paying the amount due on a notice
• How to Maximize Your Social Security
• Joe Caplan and Jackie Engelsman Receive NJCPA 2023 Ovation Awards
• Tax court corner: three cases, three great tips
• Your home is a bundle of tax benefits
• Jacqueline Engelsman Serves as Panelist for Rider University
• Employee tax-free income
• Deduct business meals the right way
• Understanding tax terms: depreciation recapture
• To Our Valued Clients
• IRS suspends processing of ERTC claims
• Don’t overlook these two essential estate planning strategies
• IRS issues guidance on new retirement catch-up contribution rules – part two
• IRS issues guidance on new retirement catch-up contribution rules – part one
• Taxes: Knowing the basics is key
• Understanding tax terms: unearned income
• Save those receipts: These tips are money in your pocket
• An IRA contribution error
• What to do if you miss a quarterly estimated tax payment
• The IRS warns businesses about ERTC scams – part two
• The IRS warns businesses about ERTC scams – part one
• What you need to know about hiring family members
• When to call: common situations that require a tax review
• IRS ends unannounced revenue officer visits
• IRS provides transitional relief for RMDs and inherited IRAs – part two
• RRBB Promotes From Within and Expands Talent Globally
• IRS provides transitional relief for RMDs and inherited IRAs – part one
• Inside Public Accounting Names RRBB a 2023 Top 300 Accounting Firm
• Tax-beneficial savings alternatives
• Amending a tax return
• 2024 HSA limits
• Cash in on 0% capital gains tax rate
• Pull your property taxes back down to Earth
• Common tax questions everyone is wondering
• Andy Fingerhut Named an “ICON” by NJBIZ
• Tax tips for those getting married
• Taxpayers may forfeit more than $1.4 billion in refunds
• RRBB Recognized as NJBIZ 2023 Empowering Women Honoree
• Virtual currency lands in the IRS’s crosshairs – part two
• Virtual currency lands in the IRS’s crosshairs – part one
• Joe Caplan Becomes President of the Monmouth/Ocean County Chapter of the New Jersey Society of CPAs
• Prepare for an uncertain federal gift and estate tax exemption amount with a SLAT
• Five steps to take if you’re audited by the IRS
• What’s in the Fiscal Responsibility Act?
• New College Savings Option: How to get more money without reducing need awards
• 4 ways prioritizing inventory management can help your business
• Understanding tax terms: Health Savings Accounts (HSA)
• Social Security’s future: The problem and the proposals part II
• Social Security’s future: The problem and the proposals part I
• You’ve received a sizable inheritance: Now what?
• Make your child’s summer break a tax break
• The home gain exclusion: make sure you qualify
• Safeguarding your business’s cash with separation of duties
• Replacing lost tax breaks for your growing children
• RRBB Named Best Full-Service Accountants & Advisory Firm by Acquisition International
• Calling all taxpayers: Plan now or pay later
• Put your tax refund to good use
• How to reduce your property taxes
• IRS guidance coming regarding the IRA’s Clean Vehicle Credit – part two
• IRS guidance coming regarding the IRA’s Clean Vehicle Credit – part one
• Plan carefully to avoid GST tax surprises
• Should you move your trust to another state?
• Where is my refund?
• New tax rules mean changes for retirement accounts
• Understanding the gift giving tax
• An IRS audit target: the sole proprietor
• Dave Roth Listed in NJBIZ 2023 “Leaders in Finance”
• President Biden’s proposed budget includes notable tax provisions for businesses
• President Biden’s proposed budget includes notable tax provisions for individuals
• U.S. Supreme Court rules against the IRS on critical FBAR issue
• To file or not to file a gift tax return, that is the question
• Is a Roth IRA right for you?
• Attention businesses: File on time or pay the price
• Joe Sheehan Promoted to Partner at RRBB
• 3 tax break tips for caregivers
• Business owners: Now’s the time to revisit buy-sell agreements
• What to do if your e-filed tax return is rejected by the IRS
• Potential tax legislation in the new Congress
• Your most important defense against an IRS audit
• Tax ramifications can be good or bad
• A recent IRS change regarding 1099-Ks
• Joe Caplan to Speak on SECURE 2.0 for The Jewish Federation of Somerset, Hunterdon & Warren Counties Business Networking Group
• How to handle all those forms
• Tips to make sure your tax return doesn’t get stuck
• Joe Caplan Quoted in NJBIZ
• Reasons to file early
• Deciding to take your company public?
• 2023 tax calendar for businesses
• 2023 tax calendar for individuals
• Reminder: Fourth quarter estimated taxes now due
• IRS publishes standard mileage rates for 2023
• Year-end spending package tackles retirement planning: part two
• Year-end spending package tackles retirement planning: part one
• RRBB Hires Bobby Fenton to Join Audit Team
• Consider donating appreciated stock and mutual funds
• Plan Your 2023 Retirement Contributions
• 5 Year-End Tax Essentials
• Annual gift tax exclusion amount increases for 2023
• Take advantage of your income, expenses, and debts to reduce your business’s 2022 tax bill
• RRBB Welcomes Ashley Condo, Tax Supervisor
• Leverage your startup expenses and retirement plan to reduce your business’s 2022 tax bill
• Accelerate depreciation to reduce your business’s 2022 tax bill
• Maximize your QBI deduction to reduce your business’s 2022 tax bill
• 5 steps to take now to cut your 2022 tax liability: Harvest your capital losses
• 5 steps to take now to cut your 2022 tax liability: Give to charity
• 5 steps to take now to cut your 2022 tax liability: Manage your itemized deductions wisely
• RRBB Voted Second in NJBIZ 2022 Reader Rankings for Accounting Firms
• 5 steps to take now to cut your 2022 tax liability: Defer or accelerate income and deductions
• 5 steps to take now to cut your 2022 tax liability: Convert your traditional IRA to a Roth IRA
• Should you file a joint tax return for the year of your spouse’s death?
• What do the 2023 cost-of-living adjustment numbers mean for you? Part three: retirement plans
• What do the 2023 cost-of-living adjustment numbers mean for you? Part two: estate planning
• What do the 2023 cost-of-living adjustment numbers mean for you? Part one: individual tax
• Inflation Reduction Act expands deductions for energy-efficient construction – part two
• Inflation Reduction Act expands deductions for energy-efficient construction – part one
• No parking: Unused compensation reductions can’t go to health FSA
• Management letters: Follow up on your auditor’s recommendations
• The GST tax and your estate plan: What you need to know
• Inflation Reduction Act expands valuable R&D payroll tax credit – part two
• Inflation Reduction Act expands valuable R&D payroll tax credit – part one
• Do you know the signs of financial distress in a business?
• Effective and Marginal Tax: Understanding the difference
• CLTs: A charitable trust that takes the lead
• Businesses looking for outside investors need a sturdy pitch deck
• Forecasts vs. projections: What’s the big difference?
• Jackie Engelsman Speaks on Work-Life Balance for Women’s Philanthropy Group
• The Clean Vehicle Credit comes with caveats – part two
• The Clean Vehicle Credit comes with caveats – part one
• RRBB Welcomes New Staff Accountants, Chris Kimock and Adam Vanderwiele
• Take a balanced approach to retirement and estate planning using a split annuity
• IRS offers penalty relief for the 2019 and 2020 tax years
• Does your business barter? Here are some facts you should know
• Leveraging internal audits
• Joe Caplan Invited to New York State Society of Certified Public Accountants Leadership Institute
• Careful planning required for beneficiaries to borrow from a trust
• The Inflation Reduction Act includes extensive tax provisions – part two
• RRBB Creates Women’s Forum
• The Inflation Reduction Act includes extensive tax provisions – part one
• Hidden back-to-school tax deductions
• RRBB Accountants and Advisors Listed in Top 300 Accounting Firms
• CHIPS Act poised to boost U.S. businesses
• Goodwill in a bad economy
• RRBB Accountants and Advisors Continues Company Growth Strategy
• Are you and your spouse considering “splitting” gifts?
• FAQs about fair value in accounting
• Rob Quick Named “Audit, Accounting and Taxation Advisor of the Year” by Finance Monthly Magazine
• Businesses must act now to make the most out of bonus depreciation – part two
• Businesses must act now to make the most out of bonus depreciation – part one
• Deciding between cash and accrual accounting methods
• Power up your trust with Crummey powers
• Brian Zucker Hosts Inaugural Golf Outing as Social Chair of NYSSCPA Private Equity and Venture Capital Committee
• The tax mechanics involved in the sale of trade or business property
• Your business mileage deduction just became more valuable
• Joe Caplan Appointed Vice President of New Jersey Society of CPAs Monmouth/Ocean Chapter
• Timing counts: Reporting subsequent events
• Opening up to SLAT opportunities
• Chris Stout Presents to Somerset County Business Partnership Financial Services Interest Group
• Tax considerations when adding a new partner at your business
• Tax issues to assess when converting from a C corporation to an S corporation
• Eyes on related parties
• ERISA and EAPs: What’s the deal?
• Add estate planning flexibility with a power of appointment
• Going private
• Taking the opposite approach: Ways your business can accelerate taxable income and defer deductions
• Defined-value gifts: Plan carefully to avoid unpleasant tax surprises
• Establish a tax-favored retirement plan
• New audit committee survey reveals trends on risks, ESG reporting, and more
• Proposed regulations for inherited IRAs bring unwelcome surprises
• Businesses: Prepare for the lower 1099-K filing threshold
• Fully deduct business meals this year
• Inflation enhances the 2023 amounts for Health Savings Accounts
• Businesses may receive notices about information returns that don’t match IRS records
• After tax day: Take these action steps
• Owning real estate in more than one state may multiply probate costs
• The election to apply the research tax credit against payroll taxes
• Brian Zucker Speaks About the IPO Process and Nasdaq Requirements
• Can you deduct the costs of a spouse on a business trip?
• Four levels of audit opinions
• Congress eyes further retirement savings enhancements
• The donor-advised fund: A powerful vehicle for charitable giving
• Take your financial statements to the next level
• Making withdrawals from your closely held corporation that aren’t taxed as dividends
• Andy Fingerhut Gives Presentation on Tax Planning for Realtors
• Use the net gift technique to reduce your gift tax rate
• Audit disclosures: Why the fine print is important
• 2022 Q2 tax calendar: Key deadlines for businesses and other employers
• Brian Zucker Appointed to Private Equity and Venture Capital Committee for New York State Society of Certified Public Accountants
• RRBB Accountants and Advisors Recognized for Valuation Services
• Approach turnaround acquisitions with due care
• The ABCs of activity-based costing
• Important tax aspects of operating your business as a sole proprietor
• Does your trust need protection?
• Preparations vs. compilations
• Andy Fingerhut Awarded Five Star Wealth Manager in New Jersey for Tenth Year
• Keeping meticulous records is the key to tax deductions and painless IRS audits
• The IRS again eases Schedules K-2 and K-3 filing requirements for 2021
• Entrepreneurs and taxes: How expenses are claimed on tax returns
• RRBB Concentrates on Marketing and Business Development Efforts, Hires Jacqueline Engelsman
• How to forecast smarter
• The 2021 gift tax return deadline is almost here, too
• RRBB Accountants and Advisors on Hiring Spree to Further Company Growth Strategy
• Numerous tax limits affecting businesses have increased for 2022
• Let your financial statements guide you to optimal business decisions
• New tax reporting requirements for payment apps could affect you
• 2022 deadlines for reporting health care coverage information
• RRBB Accountants and Advisors Announces Two New Partners in Somerset
• 2022 calendar of tax deadlines
• Businesses with employees who receive tips may be eligible for a tax credit
• Reporting and managing inventory
• With proper planning, a charitable remainder trust can replicate a “stretch” IRA
• Defer tax with a like-kind exchange
• The tax implications of owning a corporate aircraft
• Prepare for a new year by reviewing your estate plan
• How to assess fraud risks today
• Businesses can show appreciation — and gain tax breaks — with holiday gifts and parties
• Don’t forget to factor 2022 cost-of-living adjustments into your year-end tax planning
• Do you have a will
• Data visualization: A picture is worth 1,000 words
• What business owners should know about stop-loss insurance
• Thinking about participating in your employer’s 401(k) plan? Here’s how it works
• Get your piece of the depreciation pie now with a cost segregation study
• 10 financial statement areas to watch for COVID-related effects
• Going concern disclosures today
• EIDL program retooled for still-struggling small businesses
• Related-party transactions draw attention from auditors
• Tax depreciation rules for business automobiles
• Opening a new location calls for careful planning
• 3 essential estate planning strategies not to be ignored
• Restating financial results
• Think like a lender before applying for a business loan
• Want to find out what IRS auditors know about your business industry?
• Financial reporting issues to consider in “going private” transactions
• Expanding succession planning beyond ownership
• A tenancy-in-common interest can ease distribution of real estate
• IRS additional guidance addresses COBRA assistance under ARPA
• With a self-directed IRA, you choose your own investments
• Possible tax consequences of guaranteeing a loan to your corporation
• CAMs: Thumbs up or thumbs down?
• Is your business underusing its accounting software?
• IRS issues ERC guidance as Congress mulls early termination
• Large cash transactions with your business must be reported to the IRS
• Have you followed up on the management letter from your audit team?
• A family bank professionalizes intrafamily lending
• Is an LLC the right choice for your small business?
• Financial statements: Take the time to read the entire story
• Keep family matters out of the public eye by avoiding probate
• The deductibility of corporate expenses covered by officers or shareholders
• Can a broken trust be fixed?
• Analytics software: A brave new world in auditing
• Getting a new business off the ground: How start-up expenses are handled on your tax return
• 5 ways to take action on accounts receivable
• Who in a small business can be hit with the “Trust Fund Recovery Penalty?”
• Is your company ready for agile auditing?
• IRS extends administrative relief for 401(k) plans
• 10 facts about the pass-through deduction for qualified business income
• Auditing WIP
• Does your estate plan address your grandchildren in a fair manner?
• Here come the child tax credit payments: What you need to know
• Eligible Businesses: Claim the Employee Retention Tax Credit
• Follow the cutoff rules for revenue and expenses
• Hiring your minor children this summer? Reap tax and nontax benefits
• Accounting methods: Private companies have options
• Don’t assume your profitable company has strong cash flow
• Estate planning in the FAST lane
• Hit or miss: Is your working capital on-target?
• Recordkeeping DOs and DON’Ts for business meal and vehicle expenses
• The IRS has announced 2022 amounts for Health Savings Accounts
• Using your financial statements to evaluate capital budgeting decisions
• Protect your assets with a “hybrid” DAPT
• An S corporation could cut your self-employment tax
• Beware of the “reciprocal trust” doctrine
• Help ensure the IRS doesn’t reclassify independent contractors as employees
• Receivables may be a source of cash in tough times
• Providing education assistance to employees? Follow these rules
• Claiming the business energy credit for using alternative energy
• Accounting for business combinations
• Should a tax apportionment clause be in your estate plan?
• Ensure competitive intelligence efforts are helpful, not harmful
• Know the ins and outs of “reasonable compensation” for a corporate business owner
• What’s on the FASB’s 2021 agenda?
• Spendthrift trusts aren’t just for spendthrifts
• Changes to premium tax credit could<br>increase penalty risk for some businesses
• Simple retirement savings options for your small business
• Reporting profits interest awards
• What happens if your spouse fails to designate you as beneficiary of his or her IRA?
• Tax advantages of hiring your child at your small business
• Updated guidance for impairment testing: When to consider triggering events
• Keep it all in the family: Transferring your vacation home
• EIDL loans, restaurant grants offer<br>relief to struggling small businesses
• PPP application deadline extended
• Need a new business vehicle? Consider a heavy SUV
• A revocable living trust works only if you properly fund it
• 4 ways to improve the effectiveness of your audit committee
• COBRA provisions play critical role in COVID-19 relief law
• Is an S corporation the best choice of entity for your business?
• Make the most of the Employee Retention Credit
• How auditors assess cyber risks
• Do you need to file a gift tax return?
• Extended tax filing deadline provides relief to individual taxpayers and the IRS
• New COVID-19 relief law extends employee retention credit
• The American Rescue Plan Act provides sweeping relief measures for eligible families and businesses
• The latest on COVID-related deadline extensions for health care benefits
• Making sense of your statement of cash flows
• The American Rescue Plan Act has passed: What’s in it for you?
• Launching a small business? Here are some tax considerations
• How to compute your company’s breakeven point
• Creating an education legacy using a family education trust
• PPP adjusted to prioritize very small businesses
• Work Opportunity Tax Credit extended through 2025
• Analytical procedures can help make your audit more efficient
• PPP revisions target smallest businesses
• Take control of your charitable donations using restrictions
• Should your business add Roth contributions to its 401(k)?
• Reporting restricted cash
• If you run a business from home, you could qualify for home office deductions
• Not disclosing all of your assets helps no one
• Building customers’ trust in your website
• Should my distressed company consider a debt restructuring?
• Now or later: When’s the right time to transfer your wealth?
• The many uses of a SWOT analysis
• Financial keys to securing a commercial loan
• Consider your options when addressing life insurance in your estate plan
• Footnote disclosures: The story behind the numbers
• The cents-per-mile rate for business miles decreases again for 2021
• View your financial statements through the right lens
• The new Form 1099-NEC and the revised 1099-MISC are due to recipients soon
• 2021 tax calendar
• Accounting for property, plant and equipment assets
• Assessing and mitigating key person risks
• Blockchain beckons businesses … still
• Reduce gift and estate tax exposure by making direct payments of tuition and medical expenses
• New law provides option to delay implementing the updated CECL standard
• Can your business benefit from the enhanced Employee Retention Tax Credit?
• Need another PPP loan for your small business? Here are the new rules
• How can your business benefit from the Consolidated Appropriations Act?
• Paycheck Protection Program Round 2: The Highlights
• With a flick of the switch: Build an on-off mechanism into your estate plan
• Drive more savings to your business with the heavy SUV tax break
• Put your company’s financial statements to work for you
• 2 options for families with disabled loved ones: ABLE accounts and SNTs
• Review your estate plan in light of a new presidential administration
• The QBI deduction basics and a year-end tax tip that might help you qualify
• Small businesses: Cash in on depreciation tax savers
• The IRS and US Treasury Issue Guidance on Deductibility of Expenses Related to a PPP Loan
• Putting the finishing touches on next year’s budget
• Only specific trusts are eligible to hold S corporation stock
• IRS Ok’s Passthrough entity Workarounds for SALT Cap
• Do you want to withdraw cash from your closely held corporation at a low tax cost?
• Preparing for the possibility of a remote audit
• Estate planning and your art collection
• Tax responsibilities if your business is closing amid the pandemic
• What do the 2021 cost-of-living adjustment numbers mean for you?
• How effectively does your business manage risk?
• Now more than ever, carefully track payroll records
• New business? It’s a good time to start a retirement plan
• Year-end tax planning strategies must take business turbulence into account
• Best practices when forecasting cash flow
• The 2021 “Social Security wage base” is increasing
• Avoiding conflicts of interest with auditors
• Put pen to paper: How a letter of instruction can benefit family harmony
• Reviewing your disaster plan in a tumultuous year
• Understanding the passive activity loss rules
• More time: FASB delays long-term insurance standard … again
• 4 steps to improving your company’s sales
• Is a noncharitable purpose trust right for you?
• The easiest way to survive an IRS audit is to get ready in advance
• Gifts in kind: New reporting requirements for nonprofits
• The red flags are many when borrowing from your retirement plan
• Don’t procrastinate if you plan to transfer ownership of your life insurance policy
• Compare and contrast: How do the Republican and Democratic tax plans differ?
• Business website costs: How to handle them for tax purposes
• Weighing the risks vs. rewards of a mezzanine loan
• On-time financial reporting is key in times of crisis
• Buy-sell agreements: A smart business decision also makes estate planning sense
• Employers have questions and concerns about deferring employees’ Social Security taxes
• Reporting discontinued operations today
• Making lifetime gifts continues to be a smart estate planning strategy
• ESOPs offer businesses a variety of potential benefits
• The IRS issues guidance on the executive action deferring payroll taxes
• IRS Issues Guidance Addressing President Trump’s Order on Payroll Tax Deferral
• 5 key points about bonus depreciation
• Levels of assurance: Choosing the right option for your business today
• Helping employees understand their health care accounts
• CARES Act made changes to excess business losses
• Divorcing? Revise your estate plan
• The President’s action to defer payroll taxes: What does it mean for your business?
• 3 steps to “stress test” your business
• 5 good reasons to turn down an inheritance
• 5 common accounting software mistakes to avoid
• Forecasting financial results for a start-up business
• The possible tax consequences of PPP loans
• Because of COVID-19, college-aged children need a basic estate plan
• Why do partners sometimes report more income on tax returns than they receive in cash?
• Strengthen your supply chain with constant risk awareness
• Fortify your assets against creditors with a trust
• Reopening concepts: What business owners should consider
• External audits offer many benefits to nonprofits
• Even if no money changes hands, bartering is a taxable transaction
• Zeros and ones: Estate planning for your digital assets and accounts
• Does your business have a unique selling proposition?
• Family matters: Estate planning considerations if you have adopted children or unadopted stepchildren
• Businesses: Get ready for the new Form 1099-NEC
• A win-win proposition: A CRT can benefit you and your favorite charity
• Accounting for cloud computing arrangements
• Steer clear of the Trust Fund Recovery Penalty
• IRS guidance provides RMD rollover relief
• Haven’t filed your 2019 business tax return yet? There may be ways to chip away at your bill
• Establishing your company’s risk appetite
• SBA reopens EIDL program to small businesses and nonprofits
• Business succession and estate planning: It can be complicated
• Asset impairment is expected to hit 2020 financial statements
• Launching a business? How to treat start-up expenses on your tax return
• New PPP loan forgiveness applications released
• Is it time to outsource finance and accounting?
• Good records are the key to tax deductions and trouble-free IRS audits
• PPP Flexibility Act eases rules for borrowers coping with COVID-19
• Concealing a trust could run afoul of state law
• PPP forgiveness changes coming as Senate passes House bill
• Does your company have an emergency succession plan?
• Business meal deductions: The current rules amid proposed changes
• Revenue recognition and leases: FASB gives certain entities more time
• Estate planning when time is short
• Businesses revise sales compensation models during pandemic
• Looking for a trust that can also act as a financial backup plan? Consider a SLAT
• IRS releases 2021 amounts for Health Savings Accounts
• Independent assurance inspires confidence in sustainability reports
• Fortunate enough to get a PPP loan? Forgiven expenses aren’t deductible
• Important Updates to PPP Guidance
• Business charitable contribution rules have changed under the CARES Act
• The IRS clarifies the deductibility of PPP-funded expenses
• COVID-19: A reminder of why cross-training your accounting staff is key
• SBA extends the PPP repayment deadline for self-certification
• Subchapter V: A silver lining for small businesses mulling bankruptcy
• The CARES Act liberalizes net operating losses
• SBA issues PPP guidance on laid-off employees who refuse to be rehired
• AICPA challenging nondeductibility of PPP-related expenses
• AICPA makes PPP loan forgiveness recommendations
• Adjust your expectations of business interruption coverage
• Hiring independent contractors? Make sure they’re properly classified
• New Guidance from SBA on PPP Loan ‘Necessity’ Certification
• Congress expands small business COVID-19 relief
• Going, going, gone: Going concern assessments in the midst of COVID-19
• The rules have changed regarding your IRAs, RMDs and estate plan
• Adjusting your financial statements for COVID-19 tax relief measures
• New COVID-19 law makes favorable changes to “qualified improvement property”
• IRS launches website for tracking stimulus payments
• SBA publishes new PPP guidance for the self-employed (sole proprietor/independent contractor) and general partners
• Relief from not making employment tax deposits due to COVID-19 tax credits
• IRS launches tool for nonfilers to receive stimulus payments
• IRS extends more tax deadlines to cover individuals, trusts, estates, corporations
• Just launched: The SBA’s Paycheck Protection Program
• The Small Business Administration launches the Paycheck Protection Program
• Answers to questions about the CARES Act employee retention tax credit
• CARES Act Benefits for Individuals
• CARES Act provides COVID-19 pandemic relief to businesses
• The CARES Act includes a ‘Paycheck Protection Program’ for Small Businesses
• Coronavirus Relief Resources for US Business Owners
• CARES Act will provide billions of dollars of relief to individuals, businesses, state and local governments, and the health care system
• SBA offering loans to small businesses hit hard by COVID-19
• Congress’ Proposed and Agreed upon(but not voted on yet) $2 Trillion Stimulus
• Updated 2019 federal tax return filing and payment guidance.
• Coronavirus relief bill contains tax credits for employers
• The IRS announces that income tax payments due April 15 can be deferred to July 15, regardless of the amount
• Coronavirus (COVID-19): Tax relief for small businesses
• Recovering Business Interruption Losses from Coronavirus
• An Urgent Need for Small Business Capital
• The IRS extends the federal income tax payment deadline
• Coronavirus Relief so far. Important
• The tax-filing deadline will remain April 15, but the IRS will waive penalties and interest on tax payments for 90 days
• House passes bill to provide coronavirus relief; Senate expected to act this week
• Small business owners still have time to set up a SEP plan for last year
• SBA offering low interest loan relief for COVID-19 affected companies
• Determine a reasonable salary for a corporate business owner
• Lease or buy? Changes to accounting rules may change your mind
• Have you coordinated your payable-on-death accounts with your estate plan?
• The IRS provides guidance on meal and entertainment deductions
• How’s your buy-sell agreement doing these days?
• Work Opportunity Tax Credit extended through 2020
• When to write off stale receivables
• 2 trust types to consider when estate planning for a blended family
• Give your 401(k) plan a checkup at least once a year
• 4 steps to a stronger balance sheet
• If you’re planning to move overseas, it’s time for an estate plan review
• How business owners may be able to reduce tax by using an S corporation
• FAQs about audit confirmations
• Do you want to go into business for yourself?
• Getting help with a business interruption insurance claim
• Do your employees receive tips? You may be eligible for a tax credit
• Reporting contingent liabilities
• Inheriting property? Be aware of the basis consistency rules
• Look closely at your company’s concentration risks
• The SECURE Act changes the rules for employers on retirement plans
• Accounting for indirect job costs the right way
• If you’re a non-U.S. citizen, the estate planning rules are different
• Cents-per-mile rate for business miles decreases slightly for 2020
• What are the responsibilities of an audit committee?
• New rules will soon require employers to annually disclose retirement income to employees
• Benchmarking financial performance
• Use nongrantor trusts to bypass the SALT deduction limit
• New law helps businesses make their employees’ retirement secure
• Employee benefit plans: Do you need a Form 5500 audit?
• Nondeductible IRA contributions require careful tracking
• Cost management: A budget’s best friend
• Spending bill extends tax breaks, adds retirement account provisions
• Nonprofits: Are you ready for the new contribution guidance?
• Wayfair revisited — It’s time to review your sales tax obligations
• IRS confirms large gifts now won’t hurt post-2025 estates
• Small Businesses: It may not be not too late to cut your 2019 taxes
• What lenders look for in a succession plan
• Holiday parties and gifts can help show your appreciation and provide tax breaks
• Don’t be afraid of probate
• 2 valuable year-end tax-saving tools for your business
• Manage your working capital more efficiently
• The tax implications if your business engages in environmental cleanup
• Close-up on pushdown accounting for M&As
• Flex plan: In an unpredictable estate planning environment, flexibility is key
• Small businesses: Get ready for your 1099-MISC reporting requirements
• BDIT lets you give away property without losing control
• Small businesses: Stay clear of a severe payroll tax penalty
• How to keep track of small tools and equipment
• The net investment income tax is alive and well: How it can affect your estate plan
• Business year-end tax planning in a TCJA world
• A shadow board could shed light on your company’s best future
• Thinking about converting from a C corporation to an S corporation?
• It’s not too late to trim your 2019 tax bill
• At the very least, update the financials in your business plan
• Accelerate depreciation deductions with a cost segregation study
• Reasons why cash is king
• Deciding whether a merger or acquisition is the right move
• Setting up a Health Savings Account for your small business
• The U.S. Department of Labor finalizes the new overtime rule
• Nonprofits: New alternatives for reporting goodwill and other intangibles
• Internal audit 2.0: Paperless and continuous auditing trends
• Is a self-directed IRA right for you?
• The chances of an IRS audit are low, but business owners should be prepared
• Does your team know the profitability game plan?
• IRS provides additional guidance on bonus depreciation under the TCJA
• Management letters: Have you implemented any changes?
• 5 ways to withdraw cash from your corporation while avoiding dividend treatment
• Budgeting is key to a successful start-up
• When it comes to asset protection, a hybrid DAPT offers the best of both worlds
• For best results, start your strategic planning early
• RRBB Accountants & Advisors Wins IPA’s 2019 ‘Best of the Best’ and ‘Top 300 Firms’ Awards
• Auditing grant compliance
• Control how your charitable gifts are used by adding restrictions
• Putting together the succession planning and retirement planning puzzle
• The key to retirement security is picking the right plan for your business
• Take intrafamily lending to the next level by establishing a family bank
• Some business owners can’t participate in their own companies’ HRAs
• The tax implications of a company car
• Expanded 529 plans offer unique estate planning benefits
• Should you elect S corporation status?
• What to expect during a franchise audit
• What to do if your business receives a “no-match” letter
• Reporting discontinued operations
• Understanding the contents of a will
• Is it time to hire a CFO or controller?
• The IRS is targeting business transactions in bitcoin and other virtual currencies
• What’s the difference between the two types of power of attorney?
• Taking a long-term approach to certain insurance documentation
• Take a closer look at home office deductions
• Attention: Accounting rule delays in the works
• Naming a trustee may be one of the most important decisions of your life
• Run your strategic-planning meetings like they really matter
• Businesses can utilize the same information IRS auditors use to examine tax returns
• A buy-sell agreement can provide the liquidity to cover estate taxes
• It’s a good time to buy business equipment and other depreciable property
• Why do companies restate financial results?
• Thinking about a Roth IRA conversion? Now may be the ideal time
• Is your accounting software living up to the hype?
• M&A transactions: Avoid surprises from the IRS
• Bartering: A taxable transaction even if your business exchanges no cash
• The pros and cons of interim reporting
• 4 negative outcomes of jointly owning property with a family member
• Grading the performance of your company’s retirement plan
• Which entity is most suitable for your new or existing business?
• A divorce necessitates an estate plan review
• Put a number on your midyear performance with the right KPIs
• How auditors use nonfinancial information
• Ease itemized deduction limitations using a nongrantor trust
• Could you unearth hidden profits in your company?
• Hiring this summer? You may qualify for a valuable tax credit
• Employers: Be aware (or beware) of a harsh payroll tax penalty
• IRS wheels out additional guidance on company cars
• Measuring “fair value” for financial reporting purposes
• Charitable lead trusts offer philanthropic and family benefits
• Targeting and converting your company’s sales prospects
• Tax-smart domestic travel: Combining business with pleasure
• Leave your mark with a dynasty trust
• IRS updates rules for personal use of employer-provided vehicles
• Close-up on financial statements
• Beware if your estate plan leaves specific assets to specific heirs
• The simple truth about annual performance reviews
• Consider a Roth 401(k) plan — and make sure employees use it
• Comparing internal and external audits
• What type of expenses can’t be written off by your business?
• Does your estate plan include a formula funding clause?
• Should your health care plan be more future-focused?
• Employee vs. independent contractor: How should you handle worker classification?
• Close-up on professional standards for CPAs
• Estate planning for single parents requires special considerations
• Put a QOE report to work for you
• Deducting business meal expenses under today’s tax rules
• Now or later? When to report subsequent events
• Add spendthrift language to a trust to safeguard assets
• Divorcing business owners need to pay attention to tax implications
• Auditing accounting estimates and the use of specialists
• If art donations are part of your estate plan, consider these four tips
• Present yet unaccounted for: The problem of presenteeism
• Understanding how taxes factor into an M&A transaction
• Simplifying the accounting rules for convertible debt and equity
• Be vigilant about your business credit score
• Transparency is key with related party transactions
• Could your business benefit from the tax credit for family and medical leave?
• ESG issues: To report or not to report?
• Companion piece: Create a “road map” for your estate plan
• There’s still time for small business owners to set up a SEP retirement plan for last year
• Automating your accounting department
• Will leasing equipment or buying it be more tax efficient for your business?
• Audits home in on cybersecurity
• No, it’s not unusual to include your pet in your estate plan
• Are your employees ignoring their 401(k)s?
• Beware the Ides of March — if you own a pass-through entity
• How to report stock compensation paid to nonemployees
• Don’t let scope creep ruin your next IT project
• The home office deduction: Actual expenses vs. the simplified method
• What you need to know about filing gift and estate tax returns
• Best practices when filing a business interruption claim
• When are LLC members subject to self-employment tax?
• Financial statements tell your business’s story, inside and out
• Fundamental tax truths for C corporations
• Private companies: Have you implemented the new revenue recognition standard?
• An ESOP can benefit a business owner’s retirement and estate plans
• Refine your strategic plan with SWOT
• Depreciation-related breaks on business real estate:
• Evaluating your audit committee
• IRS provides QBI deduction guidance in the nick of time
• IRS waives 2018 underpayment tax penalties for many taxpayers
• Higher mileage rate may mean larger tax deductions for business miles in 2019
• Economic damages: Recovering what was lost
• Can a PTO contribution arrangement help your employees and your business?
• IRS issues proposed regs on business interest expense deductions
• Cybersecurity matters
• Consider an intrafamily loan to cover estate taxes
• Why revenue matters in an audit
• Limitation on the Deduction of Business Interest
• Buy business assets before year end to reduce your 2018 tax liability
• Research credit available to some businesses for the first time
• How auditors assess risk when preparing financial statements
• Reduce insurance costs by encouraging employee wellness
• Following the ABCs of customer assessment
• Selling your business? Defer — and possibly reduce — tax with an installment sale
• Assessing the effectiveness of internal controls
• Turn down an inheritance using a qualified disclaimer
• Audit opinions: How your financial statements measure up
• RRBB and NIBA announce Brian Zucker elected to NIBA Board
• Tax-free fringe benefits help small businesses and their employees
• Educate your children on wealth management
• Could a cost segregation study help you accelerate depreciation deductions?
• Retiring abroad? Review your estate plan before making the move
• Dig out your business plan to prepare for the year ahead
• Businesses aren’t immune to tax identity theft
• Keeping a king in the castle with a well-maintained cash reserve
• Be sure your employee travel expense reimbursements will pass muster with the IRS
• Is a significant portion of your wealth concentrated in a single stock?
• How to reduce the tax risk of using independent contractors
• Beware of unexpected tax liabilities under new accounting and tax rules!
• 3 reasons you should continue making lifetime gifts
• HSA + HDHP can be a winning health benefits formula
• Keep it SIMPLE: A tax-advantaged retirement plan solution for small businesses
• At your own risk: The pitfalls of DIY estate planning
• IRS issues proposed regulations on the pass-through business income deduction
• Assessing the S corp
• Use pay-ratio disclosures with caution
• IRS issues guidance on new bonus depreciation rules
• It’s important to monitor your SEC filing status
• Protect your peace of mind with a trust protector
• Contemplating compensation increases and pay for performance
• An FLP can save tax in a family business succession
• Auditing the use of estimates and specialists
• Provide for family members with special needs using an SNT
• Hidden liabilities: What’s excluded from the balance sheet?
• Is more tax reform on the horizon?
• Business deductions for meal, vehicle and travel expenses: Document, document, document
• Transitioning to remote audits
• Close-up on the new QBI deduction’s wage limit
• Consider these financial reporting issues before going private
• 3 keys to a successful accounting system upgrade
• How to avoid getting hit with payroll tax penalties
• Does your business have to begin collecting sales tax on all out-of-state online sales?
• Using analytical procedures in an audit provides many benefits
• The BDIT: A trust with a twist
• Finding a 401(k) that’s right for your business
• Supreme Court opens door to taxation of online sales
• Choosing the best business entity structure post-TCJA
• Spotlight on auditor independence and hosting arrangements
• A SLAT offers estate planning benefits and acts as a financial backup plan
• Run the numbers before you extend customer credit
• Which intangibles should private firms report following a merger?
• Fortify your estate plan against undue influence claims
• 2 tax law changes that may affect your business’s 401(k) plan
• Auditing related-party transactions
• The pros and cons of a SCIN
• Could a long-term deal ease your succession planning woes?
• What businesses need to know about the tax treatment of bitcoin and other virtual currencies
• Don’t let collaborative arrangements cause financial reporting headaches
• Naming a minor as beneficiary of a life insurance policy or retirement plan can lead to unintended outcomes
• It’s time for a midyear checkup!
• Putting your child on your business’s payroll for the summer may make more tax sense than ever
• The TCJA changes some rules for deducting pass-through business losses
• What’s all the buzz about XBRL?
• IRS Audit Techniques Guides provide clues to what may come up if your business is audited
• Profits: How low can you go?
• Provide for your spouse, then your kids, with a QTIP trust
• Say, just how competitive is your business anyway?
• A review of significant TCJA provisions affecting small businesses
• Effectively communicating with the audit committee
• Beware IRD if you’ve received an inheritance
• Tax document retention guidelines for small businesses
• NY state fired the first shot at combatting the new federal tax law changes
• IRS sheds light on new limit on business interest expense deductions
• TCJA changes to employee benefits tax breaks: 4 negatives and a positive
• What estate planning strategies are available for non-U.S. citizens?
• Blockchain may soon drive business worldwide
• A net operating loss on your 2017 tax return isn’t all bad news
• 3 ways to supercharge your supervisors
• Should you file Form SS-8 to ask the IRS to determine a worker’s status?
• Apply for a waiver if you’ve missed the 60-day IRA rollover deadline
• Corporate culture: Rotten apples could spoil your financials
• Don’t overlook securities laws when planning your estate
• Defer tax with a Section 1031 exchange, but new limits apply this year
• The pass-through provisions of the TCJA: The devil is in the details
• How materiality is established in an audit or a review
• Power of attorney abuse: What you can do about it
• 7 ways to prepare your business for sale
• How to classify shareholder advances
• 5 estate planning tips for the sandwich generation
• Home equity borrowers get good news from the IRS
• Sec. 179 expensing provides small businesses tax savings on 2017 returns — and more savings in the future
• What is job cost reporting?
• Tax credit for hiring from certain “target groups” can provide substantial tax savings
• For-profit vs. not-for-profit: Compare and contrast financial reporting goals
• Use benchmarking to swim with the big fish
• Small business owners: A SEP may give you one last 2017 tax and retirement saving opportunity
• Only certain trusts can own S corporation stock
• Turning employee ideas into profitable results
• Claiming bonus depreciation on your 2017 tax return may be particularly beneficial
• Auditing work in progress
• If you made gifts last year, you may (or may not) need to file a gift tax return
• 2 tax credits just for small businesses may reduce your 2017 and 2018 tax bills
• Unlock hidden cash from your balance sheet
• New tax law gives pass-through businesses a valuable deduction
• Income statement items warrant your auditor’s attention
• Preserve wealth for yourself and your heirs using asset protection strategies
• Making the right choice about your office space
• The TCJA temporarily expands bonus depreciation
• Tax Cuts and Jobs Act: Key provisions affecting estate planning
• New tax law provides more generous depreciation-related tax breaks
• Find time for strategic planning
• 7 steps to choosing a successor for your family business
• Congress passes biggest tax bill since 1986
• House and Senate tax bills head to reconciliation
• Make New Year’s resolutions to improve profitability
• Should you buy a business vehicle before year end?
• Consider how tax reform would affect your financial statements
• Accrual-basis taxpayers: These year-end tips could save you tax
• Getting around the $25 deduction limit for business gifts
• Demystifying the audit process
• Could an FSA offer the benefits flexibility you need?
• Tax Reform – The Senate’s version
• Update your estate plan to reflect your second marriage
• 2017 might be your last chance to hire veterans and claim a tax credit
• House Tax Reform Bill- The beginning but maybe not the end
• The write stuff: A letter of instructions
• Fortifying your business with enterprise risk management
• Research credit can offset a small business’s payroll taxes
• Minimize inventory, services to make your financials shine
• Weigh your options for cashing in on outstanding invoices
• How to maximize deductions for business real estate
• A dynasty trust keeps on giving long into the future
• Valuation often affects succession plans in hard-to-see ways
• Which tax-advantaged health account should be part of your benefits package?
• How do your accounting estimates measure up?
• Who should own your life insurance policy?
• Accelerate your retirement savings with a cash balance plan
• Strong internal controls help reduce restatements
• Critical connection: How costs impact pricing
• Timing strategies could become more powerful in 2017, depending on what happens with tax reform
• Bridging the divide with a mezzanine loan
• 2 ways spouse-owned businesses can reduce their self-employment tax bill
• How effectively do you manage risk?
• ABCs of HSAs: How an HSA can benefit your estate plan
• Should your business use per diem rates for travel reimbursement?
• Putting hedging strategies to work for your business
• Charitable giving pièce de résistance: Artwork donations
• How profitable are your customers?
• GAAP vs. tax-basis reporting: Choosing the right model for your business
• Tax basis planning worth a look if estate taxes aren’t a threat
• Tax planning critical when buying a business
• Larger deduction might be available to businesses providing meals to their employees
• Supplement your financial statements with timely flash reports
• Ensuring a peaceful succession with a buy-sell agreement
• Could captive insurance reduce health care costs and save your business taxes?
• Credit loss standard: The new CECL model
• Powers of attorney: Springing vs. nonspringing
• Put your audit in reverse to save sales and use tax
• Close-up on cutoffs for reporting revenues and expenses
• Rev up retirement offerings with an NQDC plan
• RRBB Accountants & Advisors Awarded Inside Public Accounting’s Top Honors
• Material participation key to deducting LLC and LLP losses
• How external auditors can leverage your internal audit work
• Use a noncharitable purpose trust to achieve a variety of goals
• 4 tough questions to ask before expanding to a new location
• 6 ways to control your unemployment tax costs
• Private companies: Consider these financial reporting shortcuts
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• Listening to your customers by tracking lost sales
• ESOPs offer businesses tax and other benefits
• We’ve got the lowdown on updated cash flow reporting guidance
• The stretch IRA: A simple yet powerful estate planning tool
• Does your business have too much cash?
• 3 midyear tax planning strategies for business
• Look beyond EBITDA
• ABLE accounts can benefit loved ones with special needs
• Make sure your company is prepared for any disaster
• All fringe benefits aren’t created equal for tax purposes
• Less than 6 months until the new contract revenue guidance goes live!
• Are you familiar with fraudulent transfer laws?
• Why business owners should regularly upgrade their accounting software
• 3 breaks for business charitable donations you may not know about
• Close-up on restricted cash
• Seasonal business? Optimize your operating cycle
• Pro forma compilations look at how an alternative course of action would have affected financials
• Is now the time for a charitable lead trust?
• You don’t have to take business insurance costs sitting down
• Dot the “i’s” and cross the “t’s” on loans between your business and its owners
• Timeliness counts in financial reporting
• Business owners: Put your successor in a position to succeed
• Choosing the best way to reimburse employee travel expenses
• Put your income statement to good use
• Are your retirement savings secure from creditors?
• Consider the tax consequences before making an employee a partner
• Business owners: When it comes to IRS audits, be prepared
• Why financial restatements happen … and how to prevent them
• It’s a matter of principle — and trust — when using a principle trust
• How to shape up your working capital
• Risks in Your Supply Chain
• Operating across state lines presents tax risks — or possibly rewards
• Olsson & Company, CPAs joins RRBB Accountants and Advisors
• Bonus Depreciation Yields Big Savings For Business Owners
• Year-end Tax Planning Letter
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• RRBB Accountants & Advisors Wins Award Triple Crown
• Family Limited Partnership Discounted Gifting May Soon Be Coming to an End
• Venture Capital, the 7 Secrets Your Big CPA Firm Won’t Tell You
• Starting a Business? Find a Trusted Advisor Today
• The New and Improved Research and Development Credit
• RRBB Offers support – Save a Child’s Heart Foundation
• Calling it Quits: How Dentists Can Maximize Their Exit Strategies
• Stress-Free Ways to Grow Your Dental Practice
• The Right Way to Value Your Dental Practice
• R&D Tax Credit – In 2016 Qualifying Start Up Businesses can elect as credit from Payroll Taxes.
• Research Credit can to some extent offset payroll taxes!
• New Tax Deal- Some Tax Extenders made permanent
• Andrew Fingerhut, CPA, PSA and his team join RRBB Accountants and Advisors
• Health Care Law: Tax Considerations for Employers with Fewer than 50 Employees
• Miriam Lopez of our Maplewood office in 2015 Walk to End Alzheimer’s
• RRBB Accountants & Advisors named in IPA’s ‘2015 Best of the Best’
• 5 Internal Control Tips That Can Save Your Business From Fraud
• 10 Ways To Implement Internal Controls With Limited Resources
• Making the best tax use of a Vacation home with today’s rules
• Tax Deadline for 2016 for most filers will be Monday April 18th
• Seven Tips to Help You Determine if Your Gift is Taxable
• Stay Vigilant Against Bogus IRS Phone Calls and Emails
• Cyber Crimes, Identity theft and Your Tax return
• IRS SETS OUT RULES FOR REPORTING SICK PAY PAID BY THIRD PARTIES
• Brian Zucker helps with Little Baby Face Foundation
• RRBB’s Miriam Lopez helps organize National Association of Cuban American Women fundraiser
• Brian Zucker helps out with Operation Beach Head
• What Key Estate Planning Tools Should I Know About?
• Local Firms Join Forces with RRBB to Provide Clients Greater Resources