In a move aimed at modernizing reporting processes, the New York State Charities Bureau implemented online filing requirements for the CHAR500 in September of 2022.
Deservedly, tax-loss harvesting receives a lot of attention when it comes to tax planning strategies. The idea is relatively simple on the surface – obtain
Edited November 29th: FinCEN announced today that the 30-day registration period referenced in the last paragraph of this post was changed to 90 calendar days
On October 30, 2023, the IRS announced that it is indefinitely extending some temporary flexibilities that were slated to expire on October 31, 2023. During
Does the order of names on your joint federal income tax returns provide any insight into you and your partner? This was the subject of
As tax professionals, it seems like we see at least a few situations each year where we ask ourselves if our client’s business is actually
The IRS recently issued a ruling related to the Section 1014 basis step-up, a profoundly important way in which taxpayers deal with estate planning issues.
On February 5, 2022, the IRS announced that it suspended mailing more than a dozen notices, including the mailing of automated collection notices normally issued
You did your research and got some advice, and you already know that you need to file a gift tax return this year. You also