by briesterer@thinkvisionary.com | Oct 1, 2021 | Business, Individuals, Newsletter
Use These Strategies To Pass on Wealth to Heirs Individuals with significant assets should take advantage of proven tax strategies such as gifting and direct payments to educational institutions to transfer wealth to heirs tax-free, as well as minimize estate taxes....
by briesterer@thinkvisionary.com | Sep 20, 2021 | Top Story Johnstown
Since moving to Johnstown in February to serve as president/CEO of Vision Together 2025, the hot question most people ask when they discover I hail from out west is, “Why did you move to Johnstown?” Courtesy of The Tribune-Democrat, I’ll be providing regular columns...
by briesterer@thinkvisionary.com | Sep 14, 2021 | Webinars
[vc_row][vc_column][vc_column_text] Our QuickBytes virtual seminar discussed how to properly write off your accounts receivables including cash methods using credit memos, accrual methods using the receive payment window and client data review. ...
by briesterer@thinkvisionary.com | Sep 6, 2021 | Business, COVID-19, Individuals, Newsletter
Gross Receipts Safe Harbor for Employers Claiming ERC Safe harbor is now available that allows employers to exclude certain items from their gross receipts solely for determining eligibility for the Employee Retention Credit (ERC). These amounts are: The amount of the...
by briesterer@thinkvisionary.com | Sep 3, 2021 | Business, Fraud, Individuals, Newsletter
Reminder: Protect Yourself From Scammers Understanding how the IRS communicates can help taxpayers protect themselves from scammers who pretend to be from the IRS with the goal of stealing personal information. For example, the IRS typically does not call a taxpayer,...