Estate & Wealth Transfer Planning Insights

Tax Prep, Planning & Strategy

2019 Q4 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2019. Keep in mind that…

Tax Prep, Planning & Strategy

For best results, start your strategic planning early

Time flies when you’re having fun — and running a business. Although it’s probably too early to start chilling a bottle of bubbly for New…

Tax Prep, Planning & Strategy

Grading the performance of your company’s retirement plan

Imagine giving your company’s retirement plan a report card. Would it earn straight A’s in preparing your participants for their golden years?…

Tax Prep, Planning & Strategy

Shooting for Consistency: New Rules Clarify Accounting for Grants and Contributions

When the Financial Accounting Standards Board (FASB) released new rules for revenue recognition in 2014, contributions were specifically excluded.…

Tax Prep, Planning & Strategy

Make health care decisions while you’re healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This…

Tax Prep, Planning & Strategy

Estate planning for single parents requires special considerations

Here’s a fast fact: The percentage of U.S. children who live with an unmarried parent has jumped from 13% in 1968 to 32% in 2017, according…

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Latest Tweets

wcscpas Weyrich Cronin Sorra @wcscpas ·
26 Dec

"A solo 401(k) plan is a powerful retirement savings tool if you run a one-person small business. Here’s how you can help save for a golden future and reap tax advantages." https://bit.ly/48Ot5q2

wcscpas Weyrich Cronin Sorra @wcscpas ·
24 Dec

"Changes are coming to the Social Security system in 2025 in the form of a higher wage base. Next year’s threshold amount was recently announced by the Social Security Administration. Here’s the amount, along with what it means for your business." https://bit.ly/40GSO1Q