Resources & Newsletter
2020 Year-End Tax Planning Guide
Do your tax strategies need a refresh? With individuals and businesses coping with the impact of the COVID-19 pandemic and some new tax laws going into effect, you probably have questions about tax planning this year. To save the most on your 2020 taxes, you need to plan carefully and take advantage of all deductions, credits, and other breaks that current tax law allows. This is exactly what our 2020 Year-End Tax Planning Guide can help you do.
Tax and Estate Planning Guides
Our Tax Planning Guide answers frequently asked tax questions for individuals, businesses, not-for-profit organizations, and more. If you have questions about the CARES Act, the SECURE Act, tax changes under the TCJA, need a list of updating tax due dates, or have other questions, please refer to our guide HERE.
Our Estate Planning Guide helps you plan to ensure that your assets are distributed according to your wishes and your loved ones are provided for. From estate planning basics to charitable giving, life insurance, community property, and more, we have many helpful resources in our Estate Planning Guide HERE.
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Recent News
Is an LLC the right choice for your small business? (September 10, 2021)
An LLC that’s taxable as a partnership can provide special allocations of tax benefits to specific partners. This can be an important reason for using an LLC over an S corporation
Topel Forman LLC Ranked Among INSIDE Public Accounting’s Top 200 Firms in the U.S.
Topel Forman LLC was recently named one of the country’s top 200 accounting firms by INSIDE Public Accounting (IPA). The publication ranked Topel Forman as the 172nd largest accounting firm in the U.S., and a 2021 Fastest-Growing Firm
ABLE accounts may help disabled or blind family members (August 31, 2021)
Using an executive action, President Trump defers payroll taxes from Sept. 1 through the end of the year. But there are many unanswered questions.
With A Self-Directed IRA, You Choose Your Own Investments (August 19 2021)
If your business can be defined as an applicable large employer, the recently signed American Rescue Plan Act might increase the likelihood that you’ll incur a penalty under the Affordable Care Act.
IRS issues ERC guidance as Congress mulls early termination (August 12, 2021)
If your business can be defined as an applicable large employer, the recently signed American Rescue Plan Act might increase the likelihood that you’ll incur a penalty under the Affordable Care Act.
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