Americans Moved to Low-Tax States in 2022
Americans were on the move in 2022 and chose low-tax states over high-tax ones. That’s the finding of recent U.S. Census Bureau population data and..
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Set Your Status to Single: 4 Tax Advantages for Solo Filers
People often talk about the tax breaks that come with getting married — but that doesn’t mean unmarried people are out of luck when it comes to..
Read MoreAre Political Contributions Tax Deductible?
Updated for tax year 2022.Campaign contributions total hundreds of millions of dollars, and they continue to rise. With this level of fundraising,..
Read MoreAccounts payable automation: the ultimate game changer for accounting firms
Accounts payable automation, also known as AP automation or invoicing automation, is the process of automating accounts payable processes and..
Read MoreWhat Do New 1099-K Payment App Rules Mean for Taxpayers?
You may have heard about new tax reporting rules for businesses using third-party payment apps such as PayPal, Cash App, Venmo, etc. This has caused..
Read MoreHow to Calculate the Self-Employment Tax
Updated for tax year 2022.No matter what self-employment looks like for you, you’re responsible for ensuring the taxes on your net earnings are..
Read MoreHow the SECURE Act Impacted Your Stretch IRA
Today, few employers fund pensions and Social Security retirement benefits have not kept up with the cost of living. Consequently, many of my clients ..
Read MoreIRS Interest Rate Increases for Q1 of 2023
While the Fed continues to increase interest rates, other entities are adjusting their own rates accordingly, the IRS included. In fact, the first..
Read MoreTop 10 Estate Planning Tips
If you are like the average person, you recognize the need to have a comprehensive estate plan in place, but beyond that estate planning remains..
Read MoreStakeholder Information Management: Understanding the Differences Between CRM and SRM and/or SIMS
Is customer relationship management (CRM) software that is designed for use in sales, marketing, and customer support environments, sufficient to..
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How lifetime gifting can affect estate administration
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Can You Receive an Early Inheritance from an Indiana Trust?
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Pet Planning in Your Indiana Estate Plan
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Partial Trust Distributions in Indiana