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ALERTS AND ARTICLES
Stay up to date with the most recent industry news and what’s happening at Topel Forman

Uncle Sam may provide relief from college costs on your tax return (September 18, 2019)
Want to offset the high cost of college? There may be a federal tax credit for higher education costs that you can claim. Here are the basic details.

Budgeting is key to a successful start-up (September 17, 2019)
Navigating a start-up business without a financial roadmap can be perilous. Here’s how to jumpstart the budgeting process.

For best results, start your strategic planning early (September 12, 2019)
“Wait ’til next year” is the sad refrain of many sports fans. Business owners, however, shouldn’t wait until next year to start strategic planning. Begin this important effort now.

Getting a divorce? There are tax issues you need to understand (September 10, 2019)
Getting a divorce can be a painful process. You don’t want to make it worse by making decisions that will cost you more in taxes. Here are four issues to consider if you’re in the process of getting a divorce.

Take intrafamily lending to the next level by establishing a family bank (September 9, 2019)
If you’re ready to “go pro” with your intrafamily lending activities, a family bank may be the answer.

The next estimated tax deadline is September 16: Do you have to make a payment? (September 5, 2019)
The third estimated tax payment deadline is coming up. Here are the details of when it is and whether you’re required to make a payment.

Putting together the succession planning and retirement planning puzzle (September 4, 2019)
Retirement planning can be puzzling enough, but business owners need to create a succession plan, too. Some ideas on getting the two to fit.

The tax implications of a company car (September 2, 2019)
For many business owners, a company car is a sign they’ve achieved success. Here are the basic tax breaks and tax implications involved in this fringe benefit.

Taking distributions from your traditional IRA (August 29, 2019)
Prudently planning how to take money out of your traditional IRA can mean more money for you and your heirs. Here are three areas to understand in order to maximize your retirement savings.

Expenses that teachers can and can’t deduct on their tax returns (August 28, 2019)
Are you an educator heading back to school and spending money out of your pocket to teach your students? You may be eligible for a special tax break.

Expanded 529 plans offer unique estate planning benefits (August 27, 2019)
Not just for college anymore: 529 plans can also help achieve estate planning and other goals.

When the early bird commits the fraud, you need to catch it (August 22 2019)
There are many ways to recognize revenue early. If exposed, any one of them could destroy a business. Here’s why this practice is considered fraudulent and how a fraud expert can help.
No results found.

Uncle Sam may provide relief from college costs on your tax return (September 18, 2019)
Want to offset the high cost of college? There may be a federal tax credit for higher education costs that you can claim. Here are the basic details.

Budgeting is key to a successful start-up (September 17, 2019)
Navigating a start-up business without a financial roadmap can be perilous. Here’s how to jumpstart the budgeting process.

For best results, start your strategic planning early (September 12, 2019)
“Wait ’til next year” is the sad refrain of many sports fans. Business owners, however, shouldn’t wait until next year to start strategic planning. Begin this important effort now.

Getting a divorce? There are tax issues you need to understand (September 10, 2019)
Getting a divorce can be a painful process. You don’t want to make it worse by making decisions that will cost you more in taxes. Here are four issues to consider if you’re in the process of getting a divorce.

Take intrafamily lending to the next level by establishing a family bank (September 9, 2019)
If you’re ready to “go pro” with your intrafamily lending activities, a family bank may be the answer.

The next estimated tax deadline is September 16: Do you have to make a payment? (September 5, 2019)
The third estimated tax payment deadline is coming up. Here are the details of when it is and whether you’re required to make a payment.

Putting together the succession planning and retirement planning puzzle (September 4, 2019)
Retirement planning can be puzzling enough, but business owners need to create a succession plan, too. Some ideas on getting the two to fit.

The tax implications of a company car (September 2, 2019)
For many business owners, a company car is a sign they’ve achieved success. Here are the basic tax breaks and tax implications involved in this fringe benefit.

Taking distributions from your traditional IRA (August 29, 2019)
Prudently planning how to take money out of your traditional IRA can mean more money for you and your heirs. Here are three areas to understand in order to maximize your retirement savings.

Expenses that teachers can and can’t deduct on their tax returns (August 28, 2019)
Are you an educator heading back to school and spending money out of your pocket to teach your students? You may be eligible for a special tax break.

Expanded 529 plans offer unique estate planning benefits (August 27, 2019)
Not just for college anymore: 529 plans can also help achieve estate planning and other goals.

When the early bird commits the fraud, you need to catch it (August 22 2019)
There are many ways to recognize revenue early. If exposed, any one of them could destroy a business. Here’s why this practice is considered fraudulent and how a fraud expert can help.
No results found.
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