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New IRS Payback Program for 2021 Employee Retention Credit: What You Need to Know

Keyboard with an Update written on a key

Here’s a recent update on the Employee Retention Credit (ERC) and the new IRS payback scheme. New IRS ERC Payback Program The IRS introduced a second ERC Voluntary Disclosure Program for 2021 claims. Under this program, you can say, “I didn’t deserve the ERC, so I’ll repay 85 percent of my claimed ERC and retain […]

Smart Solutions That Decrease Social Security and Medicare Taxes

Smart Solutions That Decrease Social Security and Medicare Taxes

Here are some important updates and strategies regarding Social Security and Medicare taxes that may significantly impact your business. For 2024, the Social Security tax ceiling increased to $168,600, resulting in a maximum Social Security tax of $20,906 for high-earners. The Social Security Administration projects this ceiling to rise annually, reaching $242,700 or more by […]

Accumulated Earnings Tax on “C” Corporations

Understanding your Taxes - C Corporation Awarness

If you run your business through a regular “C” corporation, beware of the accumulated earnings tax (AET). The IRS can use the AET to penalize C corporations that retain earnings in the business rather than pay them to shareholders as taxable dividends. To retain earnings, the C corporation first pays the corporate tax of 21 […]

Use qualified auditors for your employee benefit plans

Employee benefit plans with 100 or more participants must generally provide an audit report when filing IRS Form 5500 each year. Plan administrators have fiduciary responsibilities to hire independent qualified public accountants to perform quality audits. Select a Qualified Auditor ERISA guidelines require employee benefit plan auditors to be licensed or certified public accountants. They […]

Raising Capital? Audited or Reviewed Financials are Essential

A clear and accurate understanding of your financial health is paramount in the current lending environment, where decisions can make or break an enterprise. Thus, the importance of audited or, at a bare minimum, reviewed financials. While many businesses might consider these processes formalities, they hold significant significance beyond compliance. In this blog, we’ll explore […]

SEPs: A powerful retroactive tax planning tool

Simplified Employee Pensions (SEPs) are sometimes regarded as the “no-brainer” first choice for high-income small-business owners who don’t currently have tax-advantaged retirement plans set up for themselves. Why? Unlike other types of retirement plans, a SEP is easy to establish and a powerful retroactive tax planning tool: The deadline for setting up a SEP is […]