Month: November 2024

Tips to Find Out if Your Gift is Taxable

Use It or Lose It: Your 2024 Gift Tax Annual Exclusion

As the year winds down, you may want to combine estate planning with tax savings by taking advantage of the gift tax annual exclusion. It allows you to give cash or property up to a specified amount to an unlimited number of family members and friends each year without gift tax implications.

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Golden Nest Egg on blue background: Russo CPA Tax tips article 2022

How Can You Build a Golden Nest Egg if You’re Self-Employed?

If you own a small business with no employees (other than your spouse) and want to set up a retirement plan, consider a solo 401(k) plan. This option is also for self-employed individuals or business owners who wish to upgrade from a SIMPLE IRA or Simplified Employee Pension (SEP) plan.

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Grandfather with grandson holding soccer ball sitting on the sofa laughing.

Employers: In 2025, the Social Security Wage Base Is Going Up

As we approach 2025, changes are coming to the Social Security wage base. The Social Security Administration recently announced that the wage base for computing Social Security tax will increase to $176,100 for 2025 (up from $168,600 for 2024). Wages and self-employment income above this amount aren’t subject to Social Security tax.

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Should Your Company Offer Fertility Benefits?

Most businesses today understand all too well that they must craft a robust and varied benefits package to draw good job candidates and retain valued employees.

But beyond basics such as health insurance and a retirement plan, there are so many options. Well, you can add one more to the list: fertility benefits.

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Hand with watch and the the words Tax Due Dates on Russo robins egg blue background.

November 2024 Tax Due Dates

November 15 Employers: Deposit Social Security and Medicare and withhold income taxes for October if the monthly deposit rule applies. Employers: Deposit nonpayroll withheld income tax for October if the monthly deposit rule applies. Calendar-year exempt organizations: File a 2023 …

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