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Stay up to date with the most recent industry news and what’s happening at Topel Forman
Rental or business? Navigating the tax treatment of short-term rentals
Understand how the IRS taxes short-term rentals, from the 14-day rule to deductible expenses and 1099-K reporting. A must-read guide for short-term rental hosts.
Welcoming Two New Partners to Topel Forman
At Topel Forman, L.L.C, our growth is driven by people, and today, we are proud to announce that Matt Osiol and Sandy Reyes have been named Partners of the firm. This milestone reflects our long-term investment in leadership development and building a future-ready CPA and advisory firm.
Understanding Trump Accounts
Trump Accounts are a new IRS-guided savings vehicle designed for children under age 18, offering tax-advantaged growth with unique contribution limits and distribution rules. Learn how Trump Accounts work, who is eligible, and key planning considerations for families and employers.
Topel Forman Named a Top Workplace – Fourth Year Running
Topel Forman is a Top Workplace. We have a people-first culture.
2025 year-end tax moves for individuals & families
From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for individuals to lower their tax liability before year-end. This guide highlights smart, timely moves to help you make the most of current law before key changes take effect in 2026.
2025 Year-end tax moves for businesses
Explore essential 2025 year-end tax strategies for businesses, updated for the One Big Beautiful Bill Act (OBBBA). From QBI planning to bonus depreciation, entity structure, and reporting changes, this guide helps you make informed, compliant, and tax-smart decisions before year-end.
What to do if you receive a notice from the IRS
Did you receive a letter from the IRS? Learn what steps you should take and mistakes to avoid in responding to a notice.
Tax breaks for tipped workers: qualifying for the new deduction
Discover how the groundbreaking "no tax on tips" provision in the new One, Big, Beautiful Bill (OBBBA) could transform the take-home pay for millions of tip-reliant workers starting in 2025. Learn which occupations qualify, the specific conditions required, and how to prepare for maximized savings under this potentially game-changing deduction.
A financial guide for heirs navigating inherited assets
Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs need to know about real estate, retirement accounts, and other inherited assets.
Attribution rules explained: how constructive ownership can affect your tax strategy
You may think you don't own a particular business interest, but the IRS might disagree. Under constructive ownership rules, the tax code can attribute ownership to you based on family relationships or entity structures. Understanding these rules before they impact your tax strategy is essential for business owners with family ties, trusts, or complex ownership structures.
Final regulations released on increased catch-up contributions under SECURE 2.0
The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth contributions for higher-income earners. These changes aim to enhance retirement readiness but require plan administrators to navigate new operational complexities. Explore how these rules reshape retirement strategies and the paths to compliance.
Preparing for the end of federal paper checks
Executive Order 14247 directs federal agencies to phase out paper checks for refunds, benefits, and contracts. Here’s who’s affected and how to prepare.
No results found.
Rental or business? Navigating the tax treatment of short-term rentals
Understand how the IRS taxes short-term rentals, from the 14-day rule to deductible expenses and 1099-K reporting. A must-read guide for short-term rental hosts.
Welcoming Two New Partners to Topel Forman
At Topel Forman, L.L.C, our growth is driven by people, and today, we are proud to announce that Matt Osiol and Sandy Reyes have been named Partners of the firm. This milestone reflects our long-term investment in leadership development and building a future-ready CPA and advisory firm.
Understanding Trump Accounts
Trump Accounts are a new IRS-guided savings vehicle designed for children under age 18, offering tax-advantaged growth with unique contribution limits and distribution rules. Learn how Trump Accounts work, who is eligible, and key planning considerations for families and employers.
Topel Forman Named a Top Workplace – Fourth Year Running
Topel Forman is a Top Workplace. We have a people-first culture.
2025 year-end tax moves for individuals & families
From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for individuals to lower their tax liability before year-end. This guide highlights smart, timely moves to help you make the most of current law before key changes take effect in 2026.
2025 Year-end tax moves for businesses
Explore essential 2025 year-end tax strategies for businesses, updated for the One Big Beautiful Bill Act (OBBBA). From QBI planning to bonus depreciation, entity structure, and reporting changes, this guide helps you make informed, compliant, and tax-smart decisions before year-end.
What to do if you receive a notice from the IRS
Did you receive a letter from the IRS? Learn what steps you should take and mistakes to avoid in responding to a notice.
Tax breaks for tipped workers: qualifying for the new deduction
Discover how the groundbreaking "no tax on tips" provision in the new One, Big, Beautiful Bill (OBBBA) could transform the take-home pay for millions of tip-reliant workers starting in 2025. Learn which occupations qualify, the specific conditions required, and how to prepare for maximized savings under this potentially game-changing deduction.
A financial guide for heirs navigating inherited assets
Inheriting assets involves complex tax rules and time-sensitive decisions that can impact your financial outcome. This guide covers what heirs need to know about real estate, retirement accounts, and other inherited assets.
Attribution rules explained: how constructive ownership can affect your tax strategy
You may think you don't own a particular business interest, but the IRS might disagree. Under constructive ownership rules, the tax code can attribute ownership to you based on family relationships or entity structures. Understanding these rules before they impact your tax strategy is essential for business owners with family ties, trusts, or complex ownership structures.
Final regulations released on increased catch-up contributions under SECURE 2.0
The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth contributions for higher-income earners. These changes aim to enhance retirement readiness but require plan administrators to navigate new operational complexities. Explore how these rules reshape retirement strategies and the paths to compliance.
Preparing for the end of federal paper checks
Executive Order 14247 directs federal agencies to phase out paper checks for refunds, benefits, and contracts. Here’s who’s affected and how to prepare.
No results found.
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