2024 Year-End Strategies for Crypto Investors

Tax Credits for EVs What's New (1)

If you’re in the market for a new car, the federal government would like you to purchase an electric vehicle (EV) or plug-in hybrid EV (PHEV).  In 2022, Congress enacted the Inflation Reduction Act, which revamped and expanded tax credits for EVs purchased during 2023 and later.  As a result of the new law, there […]

2024 Year-End Strategies for Crypto Investors

2024 Year-End Strategies for Crypto Investors

2024 has been a great year for investors in cryptocurrency, with Bitcoin reaching all-time highs. With high profits can come high taxes. Fortunately, there are several strategies you can employ before year-end to reduce your 2024 crypto taxes. If you invested only in Bitcoin, you may not have any crypto losses.  But you could have […]

Game On: TCJA Winners and Losers – Business on the Chopping Block

Game On: TCJA Winners and Losers - Business on the Chopping Block

Prepare for tax changes. The Tax Cuts and Jobs Act (TCJA) has been part of our tax landscape for nearly seven years, shaping how businesses and individuals plan their finances. As we approach the end of 2025, when many key provisions expire, here are some critical changes that could affect you and your business. Expiring […]

Cost Segregation: A Great Strategy When?

Cost Segregation Strategy

One significant tax benefit of owning residential rental property or non-residential commercial or investment property is depreciation—a deduction you get without spending any additional money. But regular depreciation for real property is slow. Residential rental property is depreciated over 27.5 years and non-residential property over 39 years, providing a relatively small deduction each year. Fortunately, […]

Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover

Did You Overfund a Section 529 Plan

Have you established, or are you considering, a Section 529 savings plan for a child, grandchild, or other family member? Such plans are a great way to help pay for a person’s college education. Contributions are not federally tax deductible, but they grow tax-free, and you can withdraw them tax-free to pay higher education expenses. […]

Tax Reform Doubles Down on S Corporation Reasonable Compensation

Tax Reform Doubles Down on S Corporation Reasonable Compensation

From 2018 to 2025, the Tax Cuts and Jobs Act is offering a 20 percent deduction on pass-through business income, with specific eligibility criteria. This deduction impacts the choice of entity. For instance, should you operate as a sole proprietorship or an S corporation? The Importance of Reasonable Compensation When operating your business as an […]

Businesses and Rentals Existing on Jan. 1 Trigger FinCEN Filings

BOI Reporting

For existing businesses, the Corporate Transparency Act (CTA) has come into force as of January 1, 2024, and imposes a brand-new federal filing requirement on most corporations, limited liability companies, and limited partnerships and on certain other business entities.  No later than December 31, 2024, all non-exempt business entities must file a beneficial owner information […]

Create Tax-Free Fringe Benefit Deductions for your Smartphone

Create Tax-Free Fringe Benefit Deductions for your Smartphone

I hope you can benefit from this fringe benefit opportunity related to business smartphones.  The IRS allows businesses to provide smartphones and tablets such as iPads as a tax-free fringe benefit, simplifying tax implications and eliminating the need for detailed usage records. Eligibility. This benefit applies to corporations, partnerships, and other entities, and it can […]

Tax Rules for Providing Free Meals and/or Lodging to Employees

Tax Rules for Providing Free Meals and or Lodging to Employees

If you’re wondering about tax-free treatment for employer-provided meals and lodging, you may find the following overview helpful. Under Section 119 of the Internal Revenue Code, businesses can offer employees tax-free meals and/or lodging, provided they meet certain conditions. Tax-free means that such benefits are not subject to federal income tax for the employee, nor […]

Five Rules for Turning Your Vacation-Even a Luxurious One into Tax-Deductible Business Travel

Five Rules for Turning Your Vacation-Even a Luxurious One into Tax-Deductible Business Travel

Here’s an idea: how about transforming your next vacation into business travel? With careful planning, your transportation to any destination could be fully deductible. This includes airfare—even first-class—luxury hotel stays, and cruise expenses. If you can tie your travel to business purposes, you can enjoy substantial tax savings, depending on your tax bracket. Two Main […]

NEW Crypto Tax Reporting Rules Are Coming Soon

New Crypto Tax Reporting Rules

If you invest or trade in Bitcoin, non-fungible tokens (NFTs), Stablecoins, or other digital assets, prepare for sweeping new tax reporting requirements. Congress wants the IRS to crack down on taxpayers who buy and sell crypto but don’t report or pay tax on their gains. To do so, it wants people and companies that facilitate […]