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Social Security benefits: Do you have to pay tax on them?

Social Security benefits: Do you have to pay tax on them?

June 14, 2022

Some people are under the misconception that Social Security benefits are always free from federal income tax. So they may be surprised to learn that benefits may be taxed in retirement. Here are the rules.

Help when needed: Apply the research credit against payroll taxes

Help when needed: Apply the research credit against payroll taxes

June 13, 2022

Small businesses and start-ups engaging in research activities: Here’s a way to save on payroll taxes.

Excluding part-time employees from 401(k) plan eligibility

Excluding part-time employees from 401(k) plan eligibility

June 10, 2022

Some employers might consider excluding part-time employees from eligibility for their 401(k) plans. Suffice to say, this isn’t a decision to take lightly.

Dig deeper! Find hidden treasure in financial statement footnotes

Dig deeper! Find hidden treasure in financial statement footnotes

June 8, 2022

Exploring financial statement footnotes can be a rewarding endeavor.

Is it a good time for a Roth conversion?

Is it a good time for a Roth conversion?

June 7, 2022

If the value of your portfolio is down, you may want to turn the stock market downturn into a tax-saving opportunity. How? By converting a traditional IRA into a Roth IRA.

Calculating corporate estimated tax

Calculating corporate estimated tax

June 6, 2022

An important deadline is coming up for quarterly federal estimated tax payments. Here are four methods for corporations to compute them.

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