Make Business Succession and Estate Planning Inseparable

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business to one or more of your children (assuming you want to keep it in the family). In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation.

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Russo CPA There's still time to make an IRS Contribution for 2022

Extended Return? Don’t Wait—File It Before the Deadline!

If you requested an extension to file your 2023 tax return, you probably know that the extended deadline is coming up soon, on October 15. If you have the information you need, consider filing now. There’s no advantage to waiting, and last-minute filing may lead to worry.

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An Employee Benefit with Possible Magnetic Power

Employers seeking to attract new recruits and retain talent should consider offering educational assistance programs to their employees. The plans aren’t new, but they temporarily offer greater flexibility in how they work.

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September 2024 Tax Due Dates

September 16 Individuals: Pay the third installment of 2024 estimated taxes (Form 1040-ES), if not paying income tax through withholding or not paying sufficient income tax through withholding. Calendar-year corporations: Pay the third installment of 2024 estimated income taxes, completing …

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Could a 412(e)(3) Retirement Plan Suit Your Business?

When companies reach the point where they’re ready to sponsor a qualified retirement plan, the first one that may come to mind is the 401(k). However, there are other, lesser-used options that could suit the distinctive needs of some business owners. Case in point: the 412(e)(3) plan.

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Tax Secrets: Optimizing Business Website Expenses

Most businesses have websites today. Despite their widespread use, the IRS hasn’t issued formal guidance on when website costs can be deducted.

However, there are established rules that generally apply to the deductibility of business expenses and provide business taxpayers launching a website with some guidance about proper treatment. In addition, businesses can turn to IRS guidance on software costs. Here are some answers to questions you may have.

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Be Aware of the Tax Consequences of Selling Business Property

You should understand the tax implications if you’re selling property used in your trade or business. There are many complex rules that can potentially apply. To simplify this discussion, let’s assume that the property you want to sell is land or depreciable property used in your business, which you have held for over a year.

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