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ALERTS AND ARTICLES
Stay up to date with the most recent industry news and what’s happening at Topel Forman
Does your estate plan include a formula funding clause? (May 9, 2019)
An out-of-date “formula funding clause” can create unwelcome surprises. This is especially true after major tax law changes, such as the Tax Cuts and Jobs Act.
What type of expenses can’t be written off by your business? (May 8, 2019)
If you spend money in the course of doing business, you want to be able to write it off on your tax return. But in order to be deductible, expenses must meet certain requirements. Here are the rules.
Plug in tax savings for electric vehicles (May 2, 2019)
Are you interested in joining the growing ranks of plug-in electric vehicle owners? Find out about the federal income tax credit you might be able to claim.
Employee vs. independent contractor: How should you handle worker classification? (May 1, 2019)
Failure to properly treat workers as independent contractors can be an expensive mistake for employers. Take a look at ways to proactively plan ahead.
Close-up on professional standards for CPAs (April 29, 2019)
CPAs rank among the most trusted professionals. And that trust is well warranted because of the extensive guidance that accountants and auditors must follow.
How entrepreneurs must treat expenses on their tax returns (April 25, 2019)
Starting a new business can be a hectic, exciting and expensive time. Be aware that not all start-up expenses can be deducted on your tax return right away. Some may have to be amortized over time.
Three questions you may have after you file your return (April 23, 2019)
Just because your tax return has been filed doesn’t mean you don’t still have questions. We’re often asked about refund status, record retention and amended tax returns. Here are some answers.
ESG issues: To report or not to report? (April 22, 2019)
When reporting on sustainability, one size doesn’t fit all companies, says the SEC. Find out how its views about reporting on environment, social and governance (ESG) matters differ from those of IOSCO and some stakeholders.
Properly funding your revocable trust is the key to unlocking its benefits (April 18, 2019)
Along with a will, a living trust typically acts as a cornerstone of an estate plan. To ensure you reap all of its benefits, it must be properly funded (at its inception and thereafter).
Be vigilant about your business credit score (April 17, 2019)
Hey, what’s the score? We mean your business credit score. It can either help or hinder you as you apply for loans or shop for the things you need to keep your company competitive.
Still working after age 70½? You may not have to begin 401(k) withdrawals (April 12, 2019)
Are you still working after age 70½ and don’t want to take required minimum distributions from your 401(k) account? You might not have to. Here are the details.
Life insurance can be a powerful estate planning tool for nontaxable estates (April 11, 2019)
Sure, a life insurance policy offers peace of mind that loved ones will be taken care of after your death. But did you know it can also offer estate planning benefits?
No results found.
Does your estate plan include a formula funding clause? (May 9, 2019)
An out-of-date “formula funding clause” can create unwelcome surprises. This is especially true after major tax law changes, such as the Tax Cuts and Jobs Act.
What type of expenses can’t be written off by your business? (May 8, 2019)
If you spend money in the course of doing business, you want to be able to write it off on your tax return. But in order to be deductible, expenses must meet certain requirements. Here are the rules.
Plug in tax savings for electric vehicles (May 2, 2019)
Are you interested in joining the growing ranks of plug-in electric vehicle owners? Find out about the federal income tax credit you might be able to claim.
Employee vs. independent contractor: How should you handle worker classification? (May 1, 2019)
Failure to properly treat workers as independent contractors can be an expensive mistake for employers. Take a look at ways to proactively plan ahead.
Close-up on professional standards for CPAs (April 29, 2019)
CPAs rank among the most trusted professionals. And that trust is well warranted because of the extensive guidance that accountants and auditors must follow.
How entrepreneurs must treat expenses on their tax returns (April 25, 2019)
Starting a new business can be a hectic, exciting and expensive time. Be aware that not all start-up expenses can be deducted on your tax return right away. Some may have to be amortized over time.
Three questions you may have after you file your return (April 23, 2019)
Just because your tax return has been filed doesn’t mean you don’t still have questions. We’re often asked about refund status, record retention and amended tax returns. Here are some answers.
ESG issues: To report or not to report? (April 22, 2019)
When reporting on sustainability, one size doesn’t fit all companies, says the SEC. Find out how its views about reporting on environment, social and governance (ESG) matters differ from those of IOSCO and some stakeholders.
Properly funding your revocable trust is the key to unlocking its benefits (April 18, 2019)
Along with a will, a living trust typically acts as a cornerstone of an estate plan. To ensure you reap all of its benefits, it must be properly funded (at its inception and thereafter).
Be vigilant about your business credit score (April 17, 2019)
Hey, what’s the score? We mean your business credit score. It can either help or hinder you as you apply for loans or shop for the things you need to keep your company competitive.
Still working after age 70½? You may not have to begin 401(k) withdrawals (April 12, 2019)
Are you still working after age 70½ and don’t want to take required minimum distributions from your 401(k) account? You might not have to. Here are the details.
Life insurance can be a powerful estate planning tool for nontaxable estates (April 11, 2019)
Sure, a life insurance policy offers peace of mind that loved ones will be taken care of after your death. But did you know it can also offer estate planning benefits?
No results found.
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