Our offices have received a few client calls this holiday season concerned about phone calls they recently received from someone claiming to be from the Social Security Administration (SSA). The “SSA” said they were calling due to a computer problem and explained that they needed to verify our client’s social security number and other personal […]
This author has yet to write their bio.Meanwhile lets just say that we are proud firstname.lastname@example.org contributed a whooping 51 entries.
Entries by email@example.com
Many businesses find themselves short-staffed from Thanksgiving through December 31 as workers scramble to use, rather than lose, their remaining time off. Indeed, your workplace may resemble a ghost town if you limit how many vacation days employees can roll over to the new year. A paid time off (PTO) contribution arrangement may be the […]
Smart timing of deductible expenses can reduce your tax liability, and poor timing can increase it unnecessarily. One deductible expense you may be able to control to your advantage is your property tax payment. You can prepay (by December 31) property taxes that relate to 2018 (the taxes must be assessed in 2018) but that […]
When is a loss actually a gain? When that loss becomes an opportunity to lower tax liability, of course. Now’s a good time to begin your year-end tax planning and attempt to neutralize gains and losses by year end. To do so, it might make sense to sell investments at a loss in 2018 to […]
Lending money — rather than giving it — to loved ones is an idea worth considering. Perhaps you’re not ready to part with your wealth. For example, maybe you’re concerned about having enough money to fund your retirement or you feel that your children aren’t ready to handle the responsibility. Intrafamily loans allow you to […]
We definitely packed the house this year for our Year-End Tax Planning & Tax Reform Update Seminars! The three events brought in nearly 500 attendees. Leader of our tax department and firm Principal Mike Fitzgerald shared some great information and we hope everyone found the presentation useful for year-end planning. Thank you to all those […]
Our team in Alton is excited for their office to serve as a drop-off location for the Community Hope Center’s 2018 Toy Drive! The CHC is asking for donations from the local community of NEW and UNWRAPPED toys. Their biggest and most urgent need at this time is for larger gifts for boys or girls, […]
Our Belleville office really got into the Halloween spirit over the weekend! The team participated in the City of Belleville’s Downtown Trick-or-Treat and handed out candy outside the office. We saw some great costumes and had a wonderful night!
The last month or so of the year offers accrual-basis taxpayers an opportunity to make some timely moves that might enable them to save money on their 2018 tax bills. The key to saving tax as an accrual-basis taxpayer is to properly record and recognize expenses that were incurred this year but won’t be paid […]
Serving St. Louis, the Metro-East and Southwestern Illinois since 1924.