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Get Ready for the 2023 Gift Tax Return Deadline

RogerRossmeisl

If so, it’s important to determine if you’re required to file a 2023 gift tax return. The annual gift tax exclusion has increased in 2024 to $18,000 but was $17,000 for 2023. The post Get Ready for the 2023 Gift Tax Return Deadline appeared first on Roger Rossmeisl, CPA. Who must file?

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Individual Home Energy Tax Credits for 2023

RogerRossmeisl

Taxpayers who make home energy improvements in 2023 may be able to benefit from tax credits for a portion of the qualifying expenses. The post Individual Home Energy Tax Credits for 2023 appeared first on Roger Rossmeisl, CPA. Ordinarily, a taxpayer’s primary home is where the taxpayer spends most of their.

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2023 Q4 Tax Calendar: Key Deadlines for Businesses and Other Employers

RogerRossmeisl

Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2023. The post 2023 Q4 Tax Calendar: Key Deadlines for Businesses and Other Employers appeared first on Roger Rossmeisl, CPA.

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2023 Q3 Tax Calendar: Key Deadlines for Businesses and Other Employers

RogerRossmeisl

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2023. July 31 Report income tax withholding and FICA taxes for second quarter 2023 (Form 941) and pay any tax due. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you.

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DOL Final Overtime Rules: Quickstart Guide for Employers

On August 30, 2023, the DOL unveiled a proposed overtime rule that would raise the weekly salary threshold under the Federal Labor Standards Act. Paycor is closely monitoring the proposal and will provide updates as new information becomes available.

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There May Still Be Time to Reduce your Small Business 2023 Tax Bill

RogerRossmeisl

In the midst of holiday parties and shopping for gifts, don’t forget to consider steps to cut the 2023 tax liability for your business. In certain circumstances, The post There May Still Be Time to Reduce your Small Business 2023 Tax Bill appeared first on Roger Rossmeisl, CPA.

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Answers to Your Questions About 2023 Limits on Individual Taxes

RogerRossmeisl

Many people are more concerned about their 2022 tax bills right now than they are about their 2023 tax situations. However, it’s a good time to familiarize yourself with tax amounts that may have changed for 2023. Will I qualify for 2023? Due to inflation, many amounts have been raised more than in past years.

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Everything You Need to Know About Crypto

Speaker: Ryan McInerny, CAMS, FRM, MSBA - Principal, Product Strategy

May 18th, 2023 at 9:30 am PDT, 12:30 pm EDT, 5:30 pm BST

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ERM Program Fundamentals for Success in the Banking Industry

Speaker: William Hord, Senior VP of Risk & Professional Services

July 20th, 2023 at 9:30am PDT, 12:30pm EDT, 5:30pm BST This exclusive webinar with William Hord, Senior VP of Risk & Professional Services, will explore the answers to these questions and other foundational elements you need to start or validate your ERM program. Register today!

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The Anti-Money Laundering Act of 2020: Initial Catalysts, Current Implications, and Future Impacts

Speaker: Elizabeth "Paige" Baumann, Founder and CEO of Paige Baumann Advisory, LLC

March 22nd, 2023 at 9:30 am PDT, 12:30 pm EDT, 4:30 pm GMT Treasury’s Financial Crimes Enforcement Network (FinCEN) pursuant to the AMLA so far Anticipated impacts of the AMLA to financial institutions required to have AML programs and other entities Save your seat and register today!

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Exploring the Overlap: Cost Optimization and Digital Transformation

Speaker: Alex Jiménez, Managing Principal, Financial Service Consulting for EPAM

April 19th, 2023 at 9:30 am PDT, 12:30 pm EDT, 4:30 pm GMT

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From Complexity to Clarity: Strategies for Effective Compliance and Security Measures

Speaker: Erika R. Bales, Esq.

August 23, 2023 at 9:30am PDT, 12:30pm EDT, 5:30pm BST Bales, Esq. is here to teach you: How to break compliance and security down into discrete components Tips and strategies to establish a functional compliance and security protocol for your organization Why compliance and security are moving targets - your job is never “done” And more!

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The Power of Storytelling in Risk Management

Speaker: Dr. Karen Hardy, CEO and Chief Risk Officer of Strategic Leadership Advisors LLC

July 13th, 2023 at 9:30am PDT, 12:30pm EDT, 5:30pm BST

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No-Code Technology: The Key to Unlock the Future of Your Business

Mark Zuckerberg's 2023 "Year of Efficiency" ethos extends into 2024, with leaders seeking cost reductions without stunting growth. Global economies are reeling from recent upheavals—pandemic aftershocks, geopolitical conflicts, and a tech sector crunch. No-code technology emerges as a beacon of hope, fostering resilience and adaptability.

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Navigating Financial Storms: Strategies for Building Resilient Balance Sheets

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

June 15th, 2023 at 9:30am PST, 12:30pm EST, 5:30pm GMT Join Carolina Aponte, Owner and CEO of Caja Holdings LLC, for an insightful discussion on: What makes a resilient balance sheet How you can change your mindset and look to the future of finance How to prioritize profitability over growth.