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Timely Opportunities

How Will Inflation Affect Your 2023 Tax Bill?

Inflation has been surging this year. The July 2022 consumer price index (CPI) was up 8.5% year over year, according to the latest data from the U.S. Bureau of Labor Statistics. The rate of inflation is expected to stay high for at least the rest of the year. Many taxpayers are understandably concerned about how […]
Employment Law

Setting the Standards for Employee Blogs

Employers have to stay flexible to keep up with the changing technology available in the workplace. Case in point: Your company may permit, or even encourage, the use of blogs published on the Internet by employees. These journals can be: Sponsored by a company and used to reflect work collaborations, new developments Employer Blog Risks: […]
Business Fraud Prevention

Tuition Reimbursement: How to Prevent Fraud

Investing in employee education and training is crucial to the long-term success of most companies. In order to remain competitive, many employers offer tuition reimbursement programs to attract and retain talented employees. The programs also provide tax benefits. The vast majority of employees that participate in tuition reimbursement programs do so in compliance with their […]
Timely Opportunities

7 Deductible Medical Expenses You Might Have Missed

How high can you jump? To claim a deduction for medical expenses on your personal tax return, you have to clear an annual hurdle imposed by the IRS. Although the bar was lowered a few years ago, it still takes a significant leap to clear this threshold. Fortunately, you may be able to count on […]
Timely Opportunities

Time to Review Related-Party Loans

Interest rates have been at historical lows for several years. This situation may have prompted you to loan money to family members and other related parties at favorable rates, without fear of tax repercussions. However, now that rates are on the rise, you may need to reevaluate related-party loans to ensure they won’t trigger any […]
Commercial Law

Holding Customers’ Property? Know the Rights and Duties of Bailments

Is your business in the practice of taking physical possession of another party’s property? If so, this may result in a legal relationship called a “bailment” and you should be aware of your rights and duties in this situation. Here are some common examples of when bailments are created: Computer owners leave their equipment at […]
Estates

Estate Planning for Singles: Current Rules May Dictate Changes

Legislation enacted a few years ago made permanent changes to the federal estate and gift tax rules. Specifically, here are the significant estate changes in the American Taxpayer Relief Act: What is Included In Your Taxable Estate? First, calculate the value of assets including: Cash, stocks and bonds; Intangible investments such as patents, trademarks and […]
Timely Opportunities

Self-Employed Business Owners: What’s the Right Retirement Plan for You?

If you own a successful small business with no employees, you might be ready to set up a retirement plan. Or you might want to upgrade from a more-basic SIMPLE IRA or Simplified Employee Pension (SEP) plan. Here are two options — solo 401(k)s and defined benefit pension plans — to consider if you have […]
Timely Opportunities

Mid-Year Tax-Planning Ideas for Individuals

The 2022 tax year is well underway, and year end will be here before you know it. Summer is a good time to take proactive steps to help reduce the current year’s tax bill. Here are some federal tax-planning strategies to consider. Eye on Estate Planning Thanks to the Tax Cuts and Jobs Act (TCJA), […]
Business Law

What if a Customer Doesn’t Pick Up Property?

Is this your situation? You provide a service that involves servicing products that your customers own. For example, you fix broken construction equipment, make alterations to clothing, frame customers’ art or a repair computers. Let’s say you provide the service, but a customer does not respond to phone calls and e-mail messages after you notify […]