Oops, Did You Forget Something on a Tax Return?
If you have already filed your tax return and overlooked an item of income or forgot to claim a deduction or credit, it is not too late! An amended return … Continued →
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If you have already filed your tax return and overlooked an item of income or forgot to claim a deduction or credit, it is not too late! An amended return … Continued →
Increase in De Minimis Safe Harbor Limit for Taxpayers Without an Applicable Financial Statement Notice 2015-82 increases the de minimis safe harbor limit provided in § 1.263(a)-1(f)(1)(ii)(D) of the Income … Continued →
The IRS allows taxpayers with a charitable inclination to take a deduction for a wide range of donated items. However, the IRS does provide specific guidelines for those taxpayers contributing … Continued →
Once the revelry of celebrating the New Year has ended and confetti has been swept up, that nagging thought rolls around once again. Taxes. Hopefully the prior year’s planning has left … Continued →
Have appropriate people available (e.g., trustee, representative with power of attorney, record keeper, actuary, employer personnel) Plan documents, including amendments, summary plan description, etc. (include all prior versions requested) Opinion … Continued →