by Leilani Hagan | Sep 20, 2023 | Uncategorized
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How do the rules work? Under the current fair market value basis rules (also known as the “step-up and step-down” rules), an heir...
by Leilani Hagan | Sep 15, 2023 | Uncategorized
Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all...
by Leilani Hagan | Sep 14, 2023 | Uncategorized
If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year end when the final results of your trades will reveal your 2023 tax situation. Here’s what you need to...
by htsgadmin | Dec 28, 2021 | Uncategorized
It’s that time of year again… Happy New Year! As we head into 2022, many people think of New Year’s resolutions, or goals, they want to focus on throughout the year. This is something you should also apply to your business! Here are the top 5 New Year’s...
