17
Oct
Minimize a Surviving Spouse’s Estate Tax: The Benefits of the Portability Election
The Form 706, also known as the United States Estate (and Generation-Skipping Transfer) Tax Return, is a critical document in estate planning and tax management. One of its signifi
17
Oct
Surprising Tax Impact of Converting Your Traditional IRA to a Roth IRA
Taxpayers are limited in the annual amount they can contribute to a Roth IRA. The maximum contribution for 2024 is $7,000 ($8,000 if age 50 or older), but the allowable 2024 contri
17
Oct
California Employers Must Implement Workplace Violence Prevention Plans by July 2024
Effective July 1, 2024, California Senate Bill 553 (SB 553) mandates that nearly all California employers implement a Workplace Violence Prevention Plan (WVPP). This requirement is
17
Oct
Beneficial Ownership Information (BOI)
As you may recall, beginning with 2024, many companies are required to file Beneficial Ownership Information (BOI) reports with the Financial Crimes Enforcement Network (FinCEN).&n