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ALERTS AND ARTICLES
Stay up to date with the most recent industry news and what’s happening at Topel Forman
Residency and Non-residency Navigating State Individual Income Tax Rules
Join us to learn more about state estate taxes, emphasizing how they differ from federal estate taxes and the importance of understanding state-specific rules.
The Significance of Effective Internal Controls in Dealerships: A CPA’s Guide To Navigating Internal Controls
In the midst of the busy environment of running a dealership, the risk of financial missteps — from accounting errors to out-and-out fraud — can sometimes go unnoticed. ffective internal controls are essential for dealerships intent on preserving their financial integrity, preventing costly errors and fraud, and building a culture of transparency. In this post we lay our several recommended procedures that can help prevent mistakes and protect against fraud.
The New 0.5% Charitable Floor: Why 2025 Is a Key Year for Giving
With the 0.5% charitable floor taking effect beginning in tax year 2026, 2025 represents the last opportunity for taxpayers to maximize the deductibility of their charitable gifts under the current rules, which has no such charitable deduction floor.
Topel Forman Remains on Inside Public Accounting’s Top 200 Firms List
Topel Forman has retained its spot on Inside Public Accounting's Top 200 Firms list, reflecting its commitment to exceptional client service. The firms commitment to it's values including excellence, integrity and client service supports the firm's growth.
New Tiered Benefits: The 2025 Updates to the QSBS Exclusion Explained
The Qualified Small Business Stock (QSBS) exclusion under Internal Revenue Code (IRC) Section 1202 offers the potential for significant capital gains tax savings. While most of the QSBS exclusion’s core rules remain unchanged, the OBBBA expands the benefits and usability for a broader group of entrepreneurs and investors.
When is an S-corp election the right move?
Your business is finally profitable, but is it profitable enough for an S-corp election? Learn the revenue, cash-flow, and compliance milestones that signal it's time.
Tax traps for real estate investors and how to avoid them
Uncover strategies to maximize benefits and minimize pitfalls, from understanding passive loss rules to mastering 1031 exchanges and differentiating repairs from capital improvements. Stay informed and effectively manage your investments amidst an ever-evolving tax landscape.
Where Not To Die: States With State Estate Taxes
Join us to learn more about state estate taxes, emphasizing how they differ from federal estate taxes and the importance of understanding state-specific rules.
Inside the hidden economics of luxury vacation rentals in rural markets
Why would anyone build a mansion in an economically depressed area with limited infrastructure? The answer reveals a sophisticated real estate strategy hiding behind rural luxury.
2025 Tax Reform: Final Tax Provisions of “The One, Big, Beautiful Bill Act”
A Topel Forman article summarizing the major tax provisions from the newly enacted “One Big Beautiful Bill Act.”
What is a cash balance retirement plan?
Curious about cash balance retirement plans? These plans can offer much higher contribution limits and potential tax advantages, but they also come with more complexity and commitment. Read on to see if this strategy might align with your goals - or if it's something to skip altogether.
1031 Exchanges: Key Tax Rules and Requirements
Section 1031 of the Internal Revenue Code provides a way for taxpayers to defer capital gains tax on the sale of investment or business-use real estate, provided they reinvest the proceeds into another qualifying piece of real estate, adhering to strict rules and timelines.
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Residency and Non-residency Navigating State Individual Income Tax Rules
Join us to learn more about state estate taxes, emphasizing how they differ from federal estate taxes and the importance of understanding state-specific rules.
The Significance of Effective Internal Controls in Dealerships: A CPA’s Guide To Navigating Internal Controls
In the midst of the busy environment of running a dealership, the risk of financial missteps — from accounting errors to out-and-out fraud — can sometimes go unnoticed. ffective internal controls are essential for dealerships intent on preserving their financial integrity, preventing costly errors and fraud, and building a culture of transparency. In this post we lay our several recommended procedures that can help prevent mistakes and protect against fraud.
The New 0.5% Charitable Floor: Why 2025 Is a Key Year for Giving
With the 0.5% charitable floor taking effect beginning in tax year 2026, 2025 represents the last opportunity for taxpayers to maximize the deductibility of their charitable gifts under the current rules, which has no such charitable deduction floor.
Topel Forman Remains on Inside Public Accounting’s Top 200 Firms List
Topel Forman has retained its spot on Inside Public Accounting's Top 200 Firms list, reflecting its commitment to exceptional client service. The firms commitment to it's values including excellence, integrity and client service supports the firm's growth.
New Tiered Benefits: The 2025 Updates to the QSBS Exclusion Explained
The Qualified Small Business Stock (QSBS) exclusion under Internal Revenue Code (IRC) Section 1202 offers the potential for significant capital gains tax savings. While most of the QSBS exclusion’s core rules remain unchanged, the OBBBA expands the benefits and usability for a broader group of entrepreneurs and investors.
When is an S-corp election the right move?
Your business is finally profitable, but is it profitable enough for an S-corp election? Learn the revenue, cash-flow, and compliance milestones that signal it's time.
Tax traps for real estate investors and how to avoid them
Uncover strategies to maximize benefits and minimize pitfalls, from understanding passive loss rules to mastering 1031 exchanges and differentiating repairs from capital improvements. Stay informed and effectively manage your investments amidst an ever-evolving tax landscape.
Where Not To Die: States With State Estate Taxes
Join us to learn more about state estate taxes, emphasizing how they differ from federal estate taxes and the importance of understanding state-specific rules.
Inside the hidden economics of luxury vacation rentals in rural markets
Why would anyone build a mansion in an economically depressed area with limited infrastructure? The answer reveals a sophisticated real estate strategy hiding behind rural luxury.
2025 Tax Reform: Final Tax Provisions of “The One, Big, Beautiful Bill Act”
A Topel Forman article summarizing the major tax provisions from the newly enacted “One Big Beautiful Bill Act.”
What is a cash balance retirement plan?
Curious about cash balance retirement plans? These plans can offer much higher contribution limits and potential tax advantages, but they also come with more complexity and commitment. Read on to see if this strategy might align with your goals - or if it's something to skip altogether.
1031 Exchanges: Key Tax Rules and Requirements
Section 1031 of the Internal Revenue Code provides a way for taxpayers to defer capital gains tax on the sale of investment or business-use real estate, provided they reinvest the proceeds into another qualifying piece of real estate, adhering to strict rules and timelines.
No results found.
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