Last year you may have made significant gifts to your children, grandchildren or other heirs as part of your estate planning strategy. Or perhaps you just wanted to provide loved ones with some helpful financial support. Regardless of the reason for making a gift, it’s important to know under what circumstances you’re required to file a gift tax return.
Some transfers require a return even if you don’t owe tax. And sometimes it’s desirable to file a return even if it isn’t required.
Incentive stock options allow you to buy company stock in the future at a fixed price equal to or greater than the stock’s fair market value on the grant date. If the stock appreciates, you can buy shares at a price below what they’re then trading for. However, complex tax rules apply to this type of compensation.
As of January 22, 2017, employers were required to start using a new I-9 form. While the new form has some great new features (it can function as a smart form), it looks and functions a bit differently than what you may be used to. To help ease any confusion, you’re invited to watch this tutorial on completing the new form. The tutorial takes you step by step through each section and answers the most common questions you may have about the new form…
Happy New Year! It’s 2017, and that means we’ve got updated payroll calendars, updates and reference guides. Get the FREE downloads on our Forms & Guides page.
There are many ways to save for a child’s or grandchild’s education. But one has annual contribution limits, and if you don’t make a 2016 contribution by December 31, the opportunity will be lost forever. We’re talking about Coverdell Education Savings Accounts (ESAs).
A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during life, because it reduces potential estate tax at death. There are many ways to make tax-free gifts, but one of the simplest is to take advantage of the annual gift tax exclusion with direct gifts
Many practice managers do not perform any kind of benchmarking and therefore never realize the true potential of their practice. With minimal improvements, a practice can see a significant increase in cash flow and a better bottom line.
Think your medical practice has a healthy revenue cycle? If you haven’t focused—really focused—on insurance denials, then think again. Denials might be the most underestimated and poorly understood sources of significant cash leakage from your practice’s revenue cycle.
Your front office is action-central for patient service and efficient patient flow. Hang on to your seats for this entertaining but illuminating webinar at how to prevent service breakdowns and blunders at this critical crossroads.
Don’t miss this webinar on the new changes to the meaningful use regulations. Many of these changes are beneficial and will relieve some pressures that practices were facing to manage compliance and reporting requirements.
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