While year-end tax planning should be done every year, with pending legislative changes on the horizon it is imperative business owners and individuals take time to assess their own personal situation. The following two documents serve as a reminder of the strategies you may wish to consider incorporating into your year-end planning. 2021 Top Ten […]
Top 10 Ideas for Businesses and Business Owners From Conway Service Provider Member KeyBank Year-end tax planning for 2019 takes place against the backdrop of legislative changes that occurred in late 2017 that fundamentally altered the tax rules for individuals and businesses. The Tax Cuts and Jobs Act (TCJA) was the largest tax law change
Some reminders and tips on how to help protect yourself from identity theft this tax season from Conway Center Service Provider Gryphon Financial Partners. Do not respond to emails or phone calls from individuals or companies pretending to be the IRS especially if they exhibit threatening tones. The IRS does not call or email. They
Potential Phone and Phishing Scams From Conway Center Service Provider Gryphon Financial Partners As we are in tax season, we thought a good time to remind you to be aware of potential IRS phone and phishing scams. One of our employees recently received a phone call from someone claiming to be from the IRS,
Protect Your Cash Cow by Choosing the Right Entity Structure for Your Family Business by Bea Wolper, Emens & Wolper Law Firm In a recent session of the Women in Family Business Peer Group at the Conway Center for Family Business, we discussed the importance of choosing the right entity structure to protect your family
From KeyBank, a Conway Center Service Provider.
Keeping You Informed by Edwin Morrow, J.D., LL. M., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank On August 4, 2016, the IRS and the Treasury Department released proposed regulations that would change the law on how interests in businesses are valued for estate and gift tax purposes. It will affect both active businesses as well