We have been providing tax compliance work and tax planning for many years. Our clients have included farmers, construction contractors, retail outlets, real estate developers, oil and gas drilling contractors and producers, banks, insurance companies, hospitals and other health care providers, individuals, estates, and trusts.
As part of this process, we constantly look for opportunities to increase wealth by reducing and postponing taxes on an annual basis and through financial and estate planning. Regardless of your stage in life, whether you are just beginning to plan your retirement or whether you are thinking of retiring, there are opportunities for planning. Please contact us if you would like to explore these matters further.
The IRS released draft instructions for Form 1065, U.S. Return of Partnership Income, to calculate partner capital accounts using the tax-basis method. Source: Tax News Read More here – Draft instructions for partnership capital account reporting releasedRead More
The IRS released draft instructions for Form 1065, U.S. Return of Partnership Income, to calculate partner capital accounts using the tax-basis method. Source: JOA News Read More here – Draft instructions for partnership capital account reporting releasedRead More
The AICPA’s Personal Financial Satisfaction Index (PFSi) rose 99% in the third quarter, setting a new record for quarterly growth. This finding underscores this year’s economic volatility, as last quarter the PFSi saw its largest-ever quarterly decline. Source: JOA News Read More here – Americans’ personal financial satisfaction sees record reboundRead More
The National Association of State Boards of Accountancy’s board of directors approved changes to the Uniform Accountancy Act Model Rules that create a clear path for the CPA Evolution project. Source: JOA News Read More here – UAA Model Rules updated to support evolution of CPA licensureRead More
Panelists at an AICPA fall Council presentation on resilience explained how basic values can drive success during troubled times such as the coronavirus pandemic. Source: JOA News Read More here – Pandemic resilience starts with compassion, accountants sayRead More