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Age Is Just a Number, but Tax Milestones Matter
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From childhood savings accounts to retirement plan distributions, age can affect federal tax obligations and planning opportunities throughout one's life. Knowing when key milestones will arrive is critical to choosing optimal strategies. We journey through major age-based tax rules and considerations that taxpayers may encounter from birth through their 70s.
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Making the Most of ADUs
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Accessory dwelling units (ADUs) are becoming an increasingly common housing and real estate strategy for homeowners, investors and residential developers. But an ADU's effect on property value depends on factors such as legal status, condition, market demand and rental potential. We explain the basics and review key valuation considerations.
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How Referrals Can Turn Customer Trust Into Business Growth
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Word of mouth remains one of the best, most efficient ways to attract customers. So if you don't already have one, create a structured referral program that helps your business identify referral sources, track leads, quantify new revenue and reward advocates.
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Are Expense Reimbursements from Adoption Assistance Programs Taxable?
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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?
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