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Updates

ShawnCoulson News and Updates

Timely Opportunities

Estimating the Value of Your Business Today

Proactive business owners always have an eye on the future. And part of that preparedness means knowing what the company is currently worth and doing everything possible to maximize that price. Operating in a sale-ready state can be worthwhile, for example, if the business receives an unsolicited purchase offer — or if an owner unexpectedly […]
Timely Opportunities

Are Your Social Security Benefits Taxable?

Many retirees have seen their Social Security benefits increase in 2023 due to a cost-of-living adjustment that was higher than in past years. Further increases are expected for 2024. While more benefits are welcome, they could mean more income taxes on those benefits for some recipients. The Social Security Administration (SSA) estimates that more than […]
Business Law

Sell (or Buy) a Corporate Business With a Tax-Free Reorganization

There are two basic ways to sell an incorporated business — sell the assets or sell the stock. For two good tax reasons, sellers usually prefer stock sales: 1. Assuming you’ve owned the shares for more than a year, your profits will generally be taxed at a maximum federal rate of 20%. This applies equally […]
General Litigation

Challenging the Authenticity of Documents in Court

Let’s say that you are in the middle of a trial, and you want to submit documents that you believe are the accurate documents but you need to prove they are so. Or you may want to challenge the validity of documents submitted by someone else. There are certain steps you can take to do […]
Timely Opportunities

Choosing the Best Employer Health Plan Takes Time

Even though many employees say their employers offer more than one health plan option, a recent survey by the Employee Benefit Research Institute (EBRI) found that most enrollees spent less than an hour making their selections. The survey was conducted during the 2022 open enrollment season, questioning 2,015 employees, ages 21 to 64.   Other […]
Timely Opportunities

How Newlyweds Can Maximize the Home Sale Gain Exclusion

Whether you’re getting married for the first or fifth time, it’s common for one spouse (or both) to come into the union with homes that they’ve owned for a while. And that premarital home could have amassed a significant capital gain over time. Selling Before You Say, “I Do” It’s common to sell a home […]
Intellectual Property

TRADE SECRET QUIZ

The answer is C! Once a third party develops an innovation on its own, the trade secret protection that another company has is lost forever. The reason: Even though a company may have gone to great lengths to protect proprietary information, it is obviously no longer a secret if someone else develops it without outside help. However, most […]
Employment Law

Seven Steps for Responding to EEOC Complaints

It’s an employer’s nightmare: You are notified by the Equal Employment Opportunity Commission (EEOC) that a complaint has been lodged against the company. Many employers are facing this situation, according to EEOC statistics. The number of individuals filing discrimination, harassment and retaliation claims with the federal government has remained high in recent years (see right-hand […]
Timely Opportunities

Are You Using the Right Accounting Method for Your Business?

The accounting method you currently use for your small business may no longer be appropriate due to changes in market conditions or within your company. The IRS generally allows taxpayers to change their method, but you need to consider several factors — related to both accounting and taxes — to determine which method best suits […]
Timely Opportunities

Rising Rates Add to the Appeal of CRTs

If you’re philanthropically inclined, have you considered establishing a charitable remainder trust (CRT)? These irrevocable trusts provide a variety of tax and financial perks. Plus, unlike some other tax planning tools and strategies, CRTs can benefit from today’s rising interest rates. How CRTs Work Beware of CRAT Scams The IRS has warned taxpayers that CRATs […]