by Shauna Newton | Jan 24, 2024 | Blog, Dental Support
What is a Cost Segregation Analysis? A cost segregation study allows real property owners to increase cash flow by deferring and reducing income taxes. This is possible through the identification of real estate assets that can be depreciated at an accelerated rate...
by Shauna Newton | Jan 17, 2024 | Blog
As we move into tax season, we would like you to be aware of some helpful information published by the IRS referred to as the “Dirty Dozen.” Typically updated each year, this list is comprised of the latest in scams and trending tax-related problems. We have...
by Shauna Newton | Nov 21, 2023 | Blog
Since the 2017 Tax Cuts and Jobs Act, the lifetime estate and gift tax exemption has been historically high – $12.92 million for individuals and $25.84 million for couples. Without congressional action, the estate tax exemption is currently scheduled to expire...
by Shauna Newton | Nov 3, 2023 | Blog
Employer Retirement Plans can be excellent vehicles to help save for retirement. Money is typically invested on a pre-tax basis and then grows on a tax-deferred basis. Employers often provide a matching contribution for employee 401(k) contributions up to a certain...
by Shauna Newton | Oct 4, 2023 | Blog, Giving
As we move into the last quarter of 2023 and the season of giving, it seems a good time to discuss charitable giving. Long-term giving plans, as opposed to spontaneous and sporadic gifts, provide many important advantages: more intentional giving, greater impact on...
