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4 Ideas on How to Keep Membership Renewals
PKF Texas - 2023-02-02

4 Ideas on How to Keep Membership Renewals

When inflation is high, it’s common for people to cut expenses by deciding not to renew subscriptions and memberships. For charities and...

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Podcast – BPB Knows Cryptocurrency Tax Issues
Berkowitz Pollack Brant - 2023-02-02

Podcast – BPB Knows Cryptocurrency Tax Issues

In this episode, Director of Tax Services Lewis Taub shares the details about the IRS’s interest in crypto assets, gains and losses. The post Podcast – BPB Knows Cryptocurrency Tax Issues appeared first on Berkowitz Pollack Brant Advisors + CPAs.

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Do You Qualify for R&D Tax Credits? Use the 4 Part Test.
JLK Rosenberger LLP - 2023-02-02

Do You Qualify for R&D Tax Credits? Use the 4 Part Test.

Kerrie Howes, Research & Development Credit Manager for JLK Rosenberger, explains the 4 part test and how to use it to determine if your business qualifies to claim the R&D tax credit. Many business owners believe that you have to be big pharma with test tubes and lab coats to have qualified research activities. However, … Continued The post Do You Qualify for R&D Tax Credits? Use the 4 Part Test. first appeared on JLK Rosenberger.

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Retirement Plan Early Withdrawals – What to Know
PKF Texas - 2023-02-01

Retirement Plan Early Withdrawals – What to Know

Most retirement plan distributions are subject to income tax and may be subject to an additional penalty if you take an early withdrawal. What’s considered early?

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PKF Mueller - 2023-02-01

Significant Retirement Changes for 2022 and the Next Few Years

The $1.7 trillion omnibus spending bill (funding for Federal fiscal year ending September 30, 2023) signed into law on December 29, 2022, included the Setting Every Community Up for Retirement … The post Significant Retirement Changes for 2022 and the Next Few Years appeared first on PKF Mueller.

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PKF Mueller - 2023-02-01

Significant 2024 and 2025 Retirement Changes

CATCHUP AND SIMPLE PLAN CONTRIBUTIONS Second catchup contribution SECURE 2.0 provides a second increase in the contribution amount for those aged 60 to 63, effective for tax years starting in … The post Significant 2024 and 2025 Retirement Changes appeared first on PKF Mueller.

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Berkowitz Pollack Brant - 2023-01-31

Are You Ready to File Your 2022 Tax Returns? by Angie Adames, CPA

January 23rd marked the start of the U.S.’s 2023 tax season and the official date the IRS began accepting and processing individuals’ 2022 tax returns. Following are the critical deadlines and details taxpayers should keep in mind as they gather required documents and work with their CPAs and accountants to meet their federal tax-filing obligations. […] The post Are You Ready to File Your 2022 Tax Returns? by Angie Adames, CPA appeared first on Berkowitz Pollack Brant Advisors + CPAs.

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JLK Rosenberger LLP - 2023-01-31

Why On Earth Do Auditors Need SOC Reports?

Reading time: 5 minutes “Sona, I sent you all the SOC and Bridge letters – I don’t believe there is anything else I can send you.  And, since these are huge companies, I don’t know why on earth you need them! I am bleary-eyed tracking down these reports. Please let me know.” It was signed … Continued The post Why On Earth Do Auditors Need SOC Reports? first appeared on JLK Rosenberger.

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PKF Texas - 2023-01-30

See You at the 2023 International Franchise Association Convention

Some of the Approachable Advisors™ are heading to Vegas for the 2023 International Franchise Association (IFA) convention!

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PKF Texas - 2023-01-30

Endowment Management – A Quick Refresher

If your not-for-profit has an endowment, you probably know it’s a major responsibility. Endowment investments generally need to be managed by a financial expert

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