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 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,...
by briesterer@thinkvisionary.com | Sep 1, 2021 | Business, Individuals, Newsletter
Tax Relief for Those Affected by Natural Disasters Recovery efforts after natural disasters can be costly. With floods, tornadoes, hurricanes, earthquakes, and other natural disasters affecting so many people throughout the U.S. this year, many have been left...
by briesterer@thinkvisionary.com | Aug 18, 2021 | Business, Newsletter
Increasing revenue while building client value Somewhere along the journey, many firms lost sight of the mission. The mission is not to address compliance. Compliance is a task to accomplish that is part of the mission. The goal is to help the client build value. It...
by briesterer@thinkvisionary.com | Jul 2, 2021 | Business, Individuals, Newsletter
Employee Relocation: What Happens to Your Home? Employees and small business owners often have questions about what to do with an employee’s home – and what the tax consequences might be – when they move to a new job location. Here are some answers:...
