Category: BLOG

AGE TEST – CHILD MUST BE UNDER AGE 17 (16 AND UNDER) RELATIONSHIP TEST – MUST BE YOURS, STEPCHILD, FOSTER, ADOPTED (ALSO SIBLINGS, NIECES, NEPHEWS,

MANDATORY FOR ALL U.S. EMPLOYERS EFFECTVE 1/22/17 EMPLOYERS MUST ENSURE COMPLETION OF FORM I-9 FOR EACH HIRED EMPLOYEE FORM I-9 IS USED TO VERIFY THE

DONATE TO CHARITY BEFORE 12/31/16 CONTRIBUTE TO RETIREMENT; EMPLOYEE INCREASE 401(K); 403(B); SEC 457-ELIGIBLE TAXPAYERS MAY BE ELIGIBLE FOR THE SAVERS CREDIT BUSINESS OWNER ESTABLISHE

MANDATORY FOR ALL U.S. EMPLOYERS EFFECTVE 1/22/17 EMPLOYERS MUST ENSURE COMPLETION OF FORM I-9 FOR EACH HIRED EMPLOYEE FORM I-9 IS USED TO VERIFY THE

TAXES AND CHARITABLE CONTRIBUTIONS: CONTRIBUTIONS TO CHARITY NEED TO BE MADE BY 12/31/16 FOR THE 2016 TAX FILING SEASON ONLY DONATIONS TO ELIGIBLE ORGANIZATIONS ARE

  LYING TO, CONCEALING INFORMATION FROM, OR DISREGARDING ADVICE OF TAX PREPARERS INTENTIONALLY FAILING TO MAINTAIN ACCOUNTING RECORDS AND LEDGERS (SMALL BUSINESSES BEWARE) KEEPING A

NEW DEADLINE FOR W2’S TO BE SUBMITTED TO SSA IS 1/31/17; NOT 2/28/17 NEW DEADLINE FOR ANYONE REQUIRED TO DISTRIBUTE 1099’S IS NOW 1/31/17 ACCELERATION

10 WAYS TO AVOID RETIREMENT EARLY WITHDRAWAL PENALTIES: ATTAIN AGE 59 1/2 PAYMENT OF MEDIAL EXPENSES EXCEEDING 10% OF ADJUSTED GROSS INCOME UNEMPLOYED FOR >12

HAVE YOU RECEIVED IRS NOTICES? NOT SURE HOW TO PROCEED? YOU HAVE OPTIONS: OFFER IN COMPROMISE – NOTE: NOT ELIGILBE IF ALREADY IN TAX COURT

OUR SOLUTIONS ARE BUILT TO SUPPORT YOUR VALUED EXPERTISE, WHICH: HELPS PUT MORE MONEY IN YOUR POCKET. EXPEDITES AND SIMPLIFIES BUSINESS PROCESSESS. GIVES YOU CONFIDENCE