Estate & Wealth Transfer Planning Insights

Tax Prep, Planning & Strategy

A total return unitrust can help maintain family harmony

A traditional trust can sometimes create a conflict between the lifetime and remainder beneficiaries. For example, investment strategies that…

Accounting & Assurance

Finding a bookkeeper for your nonprofit

Looking for the perfect bookkeeper is something like looking for an ideal mate. You’ll want to think hard about your organization’s needs…

Tax Prep, Planning & Strategy

Should you file Form SS-8 to ask the IRS to determine a worker’s status?

Classifying workers as independent contractors — rather than employees — can save businesses money and provide other benefits. But the IRS…

Accounting & Assurance

Mature nonprofits face changing priorities

Successful not-for-profits typically proceed along a standard life cycle. Their early stage precedes a growth period that runs several years,…

Tax Prep, Planning & Strategy

2018 Q2 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 second quarter of 2018. Keep in mind that…

Tax Prep, Planning & Strategy

Don’t overlook securities laws when planning your estate

For a variety of estate planning and asset management purposes, many affluent families hold their assets in trusts, family investment vehicles…

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wcscpas Weyrich Cronin Sorra @wcscpas ·
7 Jan

"How does your federal tax bill affect Medicare insurance premiums? How much will monthly Medicare premiums be in 2025? Here are the answers to those and other questions." https://bit.ly/4femneJ

wcscpas Weyrich Cronin Sorra @wcscpas ·
6 Jan

The ongoing saga of the beneficial ownership information reporting requirements isn’t over. A federal appeals court and the government now say that more than 30 million businesses no longer have to file reports in January 2025. https://bit.ly/3W9Ou89