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Tax Planning

Tax Planning

Employers should be wary of ERC claims that are too good to be true

Employee Retention Tax Credit Papers And Folder.
January 10, 2023
H&B
0
The Employee Retention Credit (ERC) was a valuable tax credit that helped employers that kept workers on staff during the height of the COVID-19 pandemic. While the credit is no longer available, eligible employers that haven’t yet claimed it might still be able to do so by filing amended payroll returns for tax years 2020 […]
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Tax Planning

Renting to a relative? Be aware of these tax rules

Red Sign That Says: For Rent To Relatives?
December 27, 2022
H&B
0
If you own a home and rent it to a relative, you may be surprised to find out there could be tax consequences. Quick rundown of the rules Renting out a home or apartment that you own may result in a tax loss for you, even if the rental income is more than your operating […]
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Tax Planning

Is a Lease with an Option to Buy a Home Right for You?

House Keys On A Keyring With A House Trinket Attached On A Wooden Table
December 15, 2022
H&B
0
As interest rates rise and economic uncertainty abounds, many people have decided to lease their homes rather than buy them outright. But some renters may have a road to home ownership — through a lease with the option to buy. Such arrangements offer advantages to both renters (lessors) and landlords (lessees). Regardless of which side of […]
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Tax Planning

Do you qualify for the QBI deduction? And can you do anything by year-end to help qualify?

Illustration Of A Ma On A Laptop Sitting On A Stack Of Coins In Front Of Various Graphs
December 13, 2022
H&B
0
If you own a business, you may wonder if you’re eligible to take the qualified business income (QBI) deduction. Sometimes this is referred to as the pass-through deduction or the Section 199A deduction. The QBI deduction is: Taxpayers other than corporations may be entitled to a deduction of up to 20% of their QBI. For […]
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Monico Casillas

Monico Casillas

Jenny Chen

Jenny Chen

Philip Chow

Philip Chow

Todd Coelho

Todd Coelho

Matt Elliott

Matt Elliott

Jerry Fulton

Jerry Fulton
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A Comprehensive Approach to Goal-Based Financial Planning

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