Is 2024 the Year to Consider a Roth Conversion?
Authored by: W. Dale Westenskow, CPA, Haynie & Company Partner Is It Time For A Roth Conversion? It looks like the wealthy are on track for a tax increase under President Joe...
31 March, 2023
Author: Don Breckenridge
SECURE 2.0’s new tool for helping employees with student loans
(authored by RSM US LLP) SECURE 2.0 permits employers to make matching contributions to a retirement plan for employees burdened by student loan debt....
22 March, 2023
What does SECURE 2.0 mean for small employers?
(authored by RSM US LLP) SECURE 2.0 changes retirement plan rules for small employers with 100 or fewer employees....
20 March, 2023
Understanding clean energy incentives for the automotive industry
(authored by RSM US LLP) Guidance on tax credits for personal and commercial clean vehicles will help automakers act on these clean energy incentives....
15 March, 2023
Tax-exempt organizations: Clean energy incentives and direct pay
(authored by RSM US LLP) The IRA enables tax exempt entities to realize liquidity for certain energy related credits and incentives....
14 March, 2023
Bank Term Funding Program: Government response to the banking crisis
(authored by RSM US LLP) The Bank Term Funding Program gives small and midsize banks the chance to shore up their liquidity....
13 March, 2023
Understanding the SALT Deduction and PTE Tax Elections
The SALT deduction has been a longstanding benefit for taxpayers who pay state and local taxes. However, recent limitations to the SALT deduction have left taxpayers in high-tax states looking...
09 March, 2023
Why Adding Children to Your Bank Account or Home Deed Could be a Bad Idea
Adding your kids to your bank account or home deed can create a host of legal, financial, and tax issues that can leave you and your loved ones vulnerable to...
09 March, 2023