Nancy McClelland, LLC

APRIL 11, 2023

. • If you are anticipating a large refund, your CPA will likely try to get your extended return completed as soon as possible once all tax information is available. Your CPA may also want to discuss tax planning opportunities with you so that, in future years, you don’t give the IRS an interest-free loan.

Tax 98

Tax tax return CPA Illinois 98

CPA Practice

JUNE 13, 2024

This strategy balances the benefits of current tax law with the need for financial flexibility and security. Core Estate Tax Planning Techniques Regardless of estate value, there are numerous techniques and account structures available to help your clients minimize estate tax consequences—here’s a summary of the most common ones.

Tax 119

Tax income tax Real Estate Illinois 119

PYMNTS

SEPTEMBER 28, 2020

As reported by Fortune, Vestager said in a statement that “the General Court judgment raises important legal issues that are of relevance to the Commission in its application of state-aid rules to tax planning cases. The Commission also respectfully considers that in its judgment, the General Court has made a number of errors of law.

Illinois 64

Illinois Nevada Tax Legal 64

CPA Practice

JANUARY 31, 2023

Gabe Rivers focuses on providing income tax planning and tax compliance services to high-net-worth individuals and families, partnerships, S corporations, trusts, and private foundations.Gabe holds a Bachelor of Business Administration and a Master of Accountancy from the University of Tennessee.

New Hampshire 110

New Hampshire Georgia Virginia public accounting 110

CPA Practice

JULY 25, 2023

He has more than 35 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies. Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

Account 52

Account accountant accounted Indiana 52

Anders CPA

OCTOBER 1, 2022

in Agriculture and Consumer Economics with a specialization in Accounting from the University of Illinois at Urbana-Champaign. As a Personal Finance Specialist (PFS) and a Certified Exit Planning Advisors (CEPA), he offers his clients a wide variety of tax and family wealth experience. Louis University and a B.S.

Missouri 52

Missouri public accounting Real Estate CPA 52

ThomsonReuters

JANUARY 16, 2024

There are new tax laws and changes that could affect your business’s year-end tax planning, including the SECURE 2.0 Act, which made some major changes to employee and employer retirement plans that take effect in 2023. Tax Planning and Advisory Guide—Health Care Reform—premium tax credit expansion) The SECURE 2.0

Tax 52

Tax income tax tax planning payroll 52

CPA Practice

OCTOBER 16, 2023

For taxpayers who find themselves in this situation, thoughtful tax planning is essential. Here’s how this home sale strategy can help your clients be more tax savvy while navigating today’s real estate market. For example, a $4 million gain could easily result in a tax bill of $1.2 million or more.

Sales 122

Sales Real Estate Tax tax planning 122

Going Concern

DECEMBER 8, 2023

Recent surveys by the CAQ and Illinois CPA Society have identified starting salaries, work environment (e.g., Cohen began its professional practice in 1929 and is highly regarded in the Philadelphia area for their experience in audit and tax planning, and compliance. hours), and quality of work performed as leading barriers.

cpas 98

cpas Account accountant accounted 98

CPA Practice

JANUARY 12, 2024

So So they’re, again, when they identify something in a tax return or a tax planning opportunity looks like those letters are going to be potentially password protected. Tankersley, CPA.CITP, CGMA 16:07 they’re working on some E file updates, to do amended returns from Illinois and Rhode Island. So Brian F.

Technology 40

Technology Account accountant accounted 40

Going Concern

OCTOBER 27, 2023

I served with Josh on the Illinois CPA Society Board of Directors and regularly attended the same accounting events. Joshua Lance, CPA, CGMA, founder and owner of the virtual firm Lance CPA Group, passed away Saturday after a nearly yearlong battle with cancer. He was 40 years old.

CPA 81

CPA auditor accounting and finance audit 81