The CPA Business Blog
2018 Year-End Tax Planning for Individuals
Over the past several months, we have digested the many tax law changes brought by the Tax Cuts and Jobs Act (TCJA). These changes bring a host of uncertainties as well as planning opportunities. From lower tax rates to a new deduction for pass-through income, the new tax law may mean more cash in your…
2017 Year-End Tax Planning for Businesses
As year-end approaches, each business should consider the many opportunities that might be lost if year-end tax planning is not explored. Your business may even want to consider several general strategies, such as the use of traditional timing techniques for delaying income recognition and accelerating deductions. You may also consider customized strategies tailored to your…
2017 Year-End Tax Planning for Individuals
As we get closer to the end of yet another year, it is time to tie up the loose ends and implement tax saving strategies. This has been an interesting year in Washington. When the year started, it seemed highly likely that the tax law would receive a dramatic makeover this year. Now, with just…
2016 Year-End Tax Planning for Individuals
As the end of the year approaches, it is a good time to think of tax planning moves that will help lower your tax bill for this year and possibly the next. Factors that compound the planning challenge this year include political and economic uncertainty, and Congress' all too familiar failure to act on a…
2016 Year-End Tax Planning for Businesses
Although tax planning is a 12-month activity, year-end is traditionally the time to review tax strategies from the past and to revise them for the future. Year-end has also become a time when there is an increasing need to take a careful look at what has changed within the tax law itself since the beginning…
We recently announced the elevation of Jason Janzen to Partner.
According to O’Kelley, “finding a candidate to become partner can be hard, but the choice to offer that position to Jason was easy. He not only has the highest level of skills and experience, but he also really embraces our corporate culture of providing exceptional service.”
The Blueprint for Business Profitability Value Growth presentation materials are
From all of us here at Palius and O'Kelley and American Rivera Bank, we want to thank you for joining us at this highly informative seminar. Thanks to the generosity of Ric Payne and Principa, all of the seminar presentation materials are available in an electronic and print format at no cost to you.
The Blueprint for Business Profitability Value Growth Presentation
The Blueprint for Business Profitability Value Growth presentation was a huge success!
2014 Health Insurance Information for Clients
Beginning in 2014, the “individual mandate” under the Affordable Care Act begins. Not only are all individuals required to have insurance but all people who are required to file a tax return must report their insurance on that return. So we will need quite a bit of additional information to prepare your 2014 return.