Michael Roth , CPA, CGMA
Partner
Partner at RRBB Advisors, LLC
Michael provides tax, advisory, and business consulting services to privately held companies, high-net-worth individuals, and business owners preparing for growth, transition, or sale. He specializes in mergers and acquisitions, strategic planning, tax planning, and tax compliance.
Strategic business advisory and tax planning
Michael works with clients across many industries, including health care, veterinary services, information technology, manufacturing, law, construction, real estate, funeral homes, automotive dealerships, and other closely held businesses. His advisory style is built around understanding each client’s goals, challenges, and long-term vision.
Rather than taking a one-size-fits-all approach, Michael focuses on personalized guidance. He helps clients evaluate opportunities, plan for the future, and make informed financial decisions with confidence. His work often includes business consulting, strategic planning, tax preparation and planning, high-net-worth services, reviews and compilations, mergers and acquisitions, and estate and trust planning.
Michael has been involved in numerous M&A transactions, including representing clients who sold their businesses to publicly traded corporations. Through this experience, he has developed a practical understanding of what business owners need before, during, and after major transactions. He helps clients strengthen value, prepare for due diligence, and think through the tax and financial impact of each decision.
A trusted advisor for growing businesses
Michael believes strong client relationships begin with listening. His goal is to serve as a primary external advisor, getting to know each client and their business on a personal level. This allows him to provide guidance that is relevant, timely, and aligned with the client’s goals.
Clients value Michael for his responsiveness, steady judgment, and ability to simplify complex financial matters. He views each client relationship as a partnership and takes pride in being a trusted first call when owners and executives face important financial decisions.
Outside the office, Michael enjoys spending time with his wife, Melissa, and their children, Logan and Chase. During his free time, Michael also enjoys playing pickleball and golf.
Certifications
- Certified Public Accountant, State of Maryland
- Chartered Global Management Accountant (CGMA)
Education
- Bachelor of Business Administration in Accounting, Robert H. Smith School of Business at the University of Maryland, College Park
Professional Memberships
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
Certifications
- Certified Public Accountant, State of Maryland
- Chartered Global Management Accountant (CGMA)
Education
- Bachelor of Business Administration in Accounting, Robert H. Smith School of Business at the University of Maryland, College Park
Professional Memberships
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
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
- Don’t overlook tax apportionment when planning your estate
- 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
- Late Rollovers (past 60 days) May Benefit From New IRS Guidance
- 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
