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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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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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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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2023 in review: The year in sales tax

TaxConnex

In 2023, familiar trends and new issues showed up across the states. As we start the new year, here’s a look back at some significant sales tax events from 2023. Sales tax holidays Tax breaks continued to mushroom in 2023 – sales tax holidays on everything from groceries and back-to-school supplies to emergency gear and gun safes.

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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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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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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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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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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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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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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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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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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.

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Statement of Cash Flows vs. Cash Flow Statement

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

Your CFO vs. your CPA Statement of Cash Flows vs. Cash Flow Statements, and which one is more important to your business April 6th, 2023 at 9:30am PST, 12:30pm EST, 5:30pm GMT Attendees will walk away with an in-depth understanding of the following: What is accounting?