by PTF | Aug 31, 2021 | Articles, Business Services, Planning Services
How Can You Save a Business After the Owner Dies? When you’re in the midst of building or growing a business, the last thing on your mind is what happens if the owner suddenly dies. If the business was established as a partnership and the surviving partner has equity...
by PTF | Aug 29, 2021 | Individuals, Planning Services, Resource
Here’s how to take a page from the ultra-wealthy playbook and make full use of Roth Individual Retirement Accounts We’ve all heard the term “the rich get richer.” According to a report released from ProPublica, it turns out that one of the ways that truism is...
by PTF | Aug 27, 2021 | Articles, Tax Preparation
How Long Should You Keep Old Tax Records? Article Highlights: The general statute: 3 years Longer durations in some states Fraud, failure to file and other issues that extend the statute’s duration Keeping the actual return Ordering copies of previously filed...
by PTF | Aug 23, 2021 | Business Services, Financial Reporting, Resource
The Many Benefits of 401(k) Profit-Sharing Plans If you are an employer looking for an attractive employee benefit that lets you plan contributions around your revenues, consider a 401(K) profit-sharing plan. These plans allow you to make pre-tax deposits to...
by PTF | Aug 21, 2021 | Articles, News, Tax Preparation
35 Million: The Total Backlog of Tax Returns The IRS Had At The End Of Tax Season The Internal Revenue Service has released a midyear report to Congress that details a significant backlog of tax returns dating back to the end of tax filing season, and many of...
Recent Comments