by apexcpas | Jul 4, 2018 | Tax Planning
You have plenty of reasons to speed up the process of filing your individual tax return. The primary reason has always been that, if you’re expecting a refund, you shouldn’t wait any longer than necessary to receive it. Add identity theft to your reasoning...
by apexcpas | Jul 4, 2018 | Tax Planning
Most Americans are well aware that our founding fathers were not too keen on the taxing policies of the British government. One draconian measure passed by Parliament in 1784 during the reign of George III was the Hat Tax. The tax was designed to be a simple way of...
by apexcpas | Jul 4, 2018 | Tax Planning
Some employers who are seeking to snare top talent offer deferred signing bonuses – often in the form of loans – to key employees. The loans are scheduled to be forgiven later, after the employees prove their commitment to the new organization. A recent...
by apexcpas | Jul 4, 2018 | Tax Planning
Owners of qualified small business stock, other than shareholders who are corporations, may elect to roll over capital gain from the sale of the stock. To qualify for rollover treatment, replacement small business stock must be purchased within 60 days of the date of...
by apexcpas | Jul 4, 2018 | Tax Planning
The Departments of Treasury and Labor have unveiled two executive actions to expand the transparency of 401(k) fees and broaden the availability of retirement plan payout options. The purpose of these actions is to encourage the use of annuities to provide lifetime...