In this month’s Client Line Newsletter, several pertinent topics are covered: The’most successful business owners recognize the importance of having a business succession plan Tax diversification for a more secure retirement The market’s obsession with the Consumer Price Index … Read More
Author Archives: Michael Rusk
9 Things that SECURE 2.0 Changes
The legislation enacted in the SECURE Act 2.0 provides a slate of changes that could help strengthen the retirement system—and Americans’ financial readiness for retirement. Read our analysis of the 9 things that SECURE 2.0 changes, HERE.
BUSINESS OWNERS: WHO IS AN EMPLOYEE VS. WHO IS AN INDEPENDENT CONTRACTOR?
The question of whether a worker is an independent contractor or employee for federal income and employment tax purposes is a complex one. It is based on individual facts and circumstances, and the stakes can be very high. To learn much … Read More
Filing Requirements for Forms 1099, 1098, and Other Reporting Situations
We have entered January 2023 and want to provide you with some reminders regarding Form 1099 filing requirements for 2022. You can download and view the 3-page advisory HERE.