by PTF | May 15, 2021 | Business Services, Resource
How to Protect Your Data in QuickBooks Your QuickBooks company file is gold. Keep it safe from fraud and intrusions. After the unprecedented year we’ve just experienced, the last thing you need is to have your accounting data compromised or stolen. It would be...
by PTF | May 13, 2021 | Resource, Business Services, Tax Preparation
Qualified Small Business (QSB) Stock Gain Exclusion: Who Can Take Advantage and How to Do It Originally, selling stocks identified as having Qualified Small Business status was viewed as offering marginal benefit. But the last several years have seen incremental...
by PTF | May 3, 2021 | Individuals, Planning Services, Resource
Defer Taxes with Installment Sales Article Highlights: Capital gains rates Surtax on net investment income How it works Existing mortgages Tying up your funds Tax law changes Selling a property one has owned for a long period of time will frequently result in a...
by PTF | Apr 25, 2021 | Tax Preparation, Resource
Don’t Overlook Foreign Account Reporting Requirements Article Summary: Foreign Account Reporting Requirement Financial Crimes Enforcement Network Penalties for Failure to File Type of Accounts Affected Form 8938 Filing Requirements Some of the largest penalties for...
by PTF | Apr 12, 2021 | Tax Preparation, Resource
Don’t Miss Out on Tax Credits Article Highlights: Non-refundable vs. Refundable Credit Childcare Credit Earned Income Tax Credit Child & Dependent Tax Credit Saver’s Credit Vehicle Tax Credits Adoption Credit Residential Energy-Efficient Property Credit Tax...
by PTF | Apr 11, 2021 | Business Services, Planning Services, Resource
How to Evaluate Your Business Idea Before Diving In They say that everybody has at least one good novel in them, and many people feel the same way about ideas for a successful business. If you are considering diving into the world of entrepreneurship, it’s a good idea...
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