Hi, . Here are your Articles for July 10, 2026.
Timely Opportunities
|
IRS Offers Warnings and Relief on Conservation Easements Conservation easements help protect natural areas and historic buildings while offering a tax break for the property owners involved. But the IRS views many of these arrangements as "abusive" from a tax perspective. This article discusses two recent updates to this long-standing issue: a revised IRS webpage and a new settlement initiative.
|
Planning Your Estate
|
Retirement Accounts and Your Estate Plan When planning your estate to minimize taxes, there are some important factors to keep in mind about retirement accounts such as traditional IRAs, Roth IRAs, SEP accounts and 401(k) plans. The rules can be complicated. Find out the details by reading this article.
|
Sales & Marketing
|
Ethical Sales Is Not an Oxymoron You know you're operating a reputable business, but is that the impression your sales force is leaving with potential customers? In a competitive business environment, it's easy to forget what constitutes ethical sales. Here are some reminders to give to sales people to encourage them to not say whatever it takes clinch a deal. Something bigger than monthly sales targets is at stake.
|
Benefit Q&As for Employers
|
Are Expense Reimbursements from Adoption Assistance Programs Taxable? The question we answer in this article is: If an organization implements a formal adoption assistance program, what are the tax implications of the financial-assistance reimbursements it makes?
|
Disclaimer of Liability
1120S, 1065 -- March 15th / Extension Due Date September 15th
1041 -- April 15th / Extension Due Date September 30th
1040, 1120C -- April 15th / Extension Due Date October 15th
**Tax Returns are prepared on a first come, first serve basis. Documentation is expected to be provided at least 1 month prior to the extension deadline. If received less than 1 month prior to the extension deadline rush fees may be applied to the invoice**
Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
1041 -- April 15th / Extension Due Date September 30th
1040, 1120C -- April 15th / Extension Due Date October 15th
**Tax Returns are prepared on a first come, first serve basis. Documentation is expected to be provided at least 1 month prior to the extension deadline. If received less than 1 month prior to the extension deadline rush fees may be applied to the invoice**
Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
