by Lori Bowden | Jan 3, 2025 | Business, Newsletter, Taxes
Wouldn’t it be great if your employees worked as if they owned part of the company? An employee stock ownership plan (ESOP) could make that a reality. Under an ESOP, employee participants gain partial ownership of the business through a retirement savings arrangement....
by Lori Bowden | Jan 2, 2025 | Business, Newsletter, Taxes
Companies without a disaster recovery or business continuity plan need only consider the aftermath of recent hurricanes. News reports estimated property damages from Hurricane Helene alone last year to be more than $59.6 billion, plus disruption of untold businesses...
by Lori Bowden | Jan 1, 2025 | Individuals, Newsletter, Taxes
Right now, you may be more focused on what you’ll owe (or receive as a refund) when you file your 2024 tax return in April than on tax planning for the new year. However, as you work through your annual tax filing, you should familiarize yourself with amounts that may...
by Lori Bowden | Dec 4, 2024 | Business, Individuals, Newsletter, Taxes
Having won control of the White House, the Senate and the House of Representatives, Republicans will have the opportunity to move forward their vision for federal taxes. What might this mean? First, many provisions in President-Elect Donald Trump’s signature tax...
by Lori Bowden | Dec 3, 2024 | Newsletter, Real Estate, Taxes
Have you purchased property recently? If so, are you interested in lowering your taxable income? A cost segregation study can help lower your taxable income in the year of completing a study, which generally is the year the property is placed in service. What is Cost...
by Lori Bowden | Dec 2, 2024 | Individuals, Newsletter, Taxes
As the end of the year approaches, many people give more thought to supporting charities they favor. To avoid losing valuable charitable deductions if you itemize, you’ll need specific documentation, depending on the type and size of your gift. Here’s a breakdown of...
