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Reduce Taxable Income with IRA Distributions Transfers

December 12, 2022

IRA owners who are age 70½ or over can transfer up to $100,000 per year to charity to reduce their taxable income. These transfers, known as qualified charitable distributions or QCDs, offer end-of-the year tax savings and can count toward required minimum distributions (RMDs) that taxpayers who are age 72 must make each year. Think of it as a tax-free charitable rollover of IRA funds. Read More

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UK R&D Tax Reliefs – Where Are We Now?

December 2, 2022

In the November 2022 Autumn Statement, the Chancellor announced significant changes to the current Research and Development (R&D) tax reliefs. The key announcements were a change to the applicable rate of the Research and Development Expenditure Credit (RDEC) and a... Read More

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1099s Required for 2022 Tax Year

December 1, 2022

Taxpayers earning income from selling goods or providing services may receive a Form 1099-K, Payment Card and Third-Party Network Transactions, for the first time in early 2023, when the 2022 forms are due. The requirement to file Forms 1099 have... Read More

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Accounting Update with Mike Cheng

November 10, 2022

Enjoy this recording of Mike Cheng's plain English accounting update where he communicates general FASB updates for the upcoming year. Read More

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Our Culture Matters

October 27, 2022

If you're feeling like your team culture could use a boost or that your team is disconnected, join Chris Green and discover how to create a work environment that is motivational and durable at the same time. Read More

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IRS Inflation Reduction Act Increases Funds

October 25, 2022

The Inflation Reduction Act of 2022, enacted in August, increased funding for the IRS by $80 billion through 2031 for enforcement activities, operations support, systems modernization and taxpayer services. The legislative language, Treasury Secretary Janet Yellen and IRS Commissioner Charles... Read More

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Biden’s Plan for Cryptocurrency Regulation

October 20, 2022

With 16% of the U.S. adult population buying cryptocurrency and the worldwide market worth more than $3 trillion, the Biden Administration has outlined a comprehensive approach to cryptocurrency regulation. Over the last six months at the President’s direction, federal agencies... Read More

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Your Guide to TEFCA

October 6, 2022

In January 2022, the Office of the National Coordinator for Health Information Technology (ONC) published the Trusted Exchange Framework and Common Agreement (TEFCA). This marked an important milestone in the journey to establish the United States’ first national health information... Read More

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Tax Credit for Clean Vehicle Driver

September 26, 2022

The “Clean Vehicle Credit,” an enhanced electric vehicle credit put in place by the Inflation Reduction Act of 2022, eliminates the per manufacturer limit on eligibility and extends the credit to commercial and used vehicles through 2032 (originally set to... Read More

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New Congress Laws Requires Healthcare Plans to Disclose More

September 21, 2022

The “No Surprises Act” Congress passed in 2021 to restrict surprise billing for consumers in job-based and individual health plans who get care from out-of-network providers took effect in January 2022. The rules, contained in the Consolidated Appropriations Act of... Read More

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