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There’s a lot to think about when you change jobs, and it’s easy for a 401(k) or other employer-sponsored retirement plan to get lost in the shuffle. But to keep building tax-deferred savings, it’s important to make an informed decision about your old plan. First and foremost,...

October 17 — Personal returns that received an automatic six-month extension must be filed today and any tax, interest, and penalties due must be paid. Electing large partnerships that received an additional six-month extension must file their Forms 1065-B today. If the monthly...

Appraisals can inspire anxiety for many business owners. And it’s understandable why. You’re obviously not short on things to do, and valuations cost time and money. Nonetheless, there are some legitimate reasons to obtain an appraisal regularly or, at the very least, to...

Whether you’re thinking about starting your own business or investing in a start-up, there’s an exciting tax break that could sweeten the deal: Gains from selling qualified small business stock (QSBS) that you acquire on or after September 28, 2010, are potentially...

There’s nothing like a heated political debate that spins out of control to kill productivity and damage working relationships. The risk of a workplace harassment charge is also present, if a member of a protected class feels bullied. Generally, there are two approaches to...

Giving appreciated stock or other investments to your children can minimize the impact of capital gains taxes. For this strategy to work best, however, your child must not be subject to the “kiddie tax.” That tax applies your marginal rate to unearned income received by a...

The federal income tax rules on qualified residence interest have been around for many years, but there’s always a steady flow of disagreements between the IRS and taxpayers on these rules. Here are some background materials and recent developments on qualified residence...

The Department of Labor’s Wage and Hour Division recently released some Q&As about the new federal overtime rule, which goes into effect on December 1, 2016. Under the final rule, the standard salary level used to determine whether executive, administrative, and...

Before you figure out how to improve the quality of your staff meetings, it’s important to review, at a very basic level, what meetings serve to accomplish. For starters, they help employees see themselves as valued members of a group. Assuming everyone involved is treated...

Bartering may seem like something that happened only in ancient times, but the practice is still common today. And the general definition remains the same: the exchange of goods and services without the exchange of money. Because, in a typical barter transaction, no cash...