Tax

Tax

For Individuals: 2022 Year-End Tax Planning Checklist

As we approach year end, now is the time to identify opportunities for reducing, deferring or accelerating your tax obligations. Click for a federal tax planning checklist to use as a guide.

Pass-Through Entities Tax by State
Tax

Pass-Through Entities – State Tax Elections Pros & Cons

More than 20 states now allow pass-through entities (PTEs) to elect to be taxed at the entity level to help residents avoid the $10,000 limit on federal itemized deductions for state and local taxes, also known as the “SALT cap.”

Pooled Employer Plans
Assurance

Pooled Employer Plans: From the SECURE Act To Today

Pooled Employer Plans (PEPs) were created to expand access to retirement benefits by addressing some of the restrictions and perceived drawbacks of multiple employer plans (MEPs) while creating additional benefits for PEP participants, such as tax credits and the “one bad apple” rule.

Tax Outlook Survey
COVID-19

2022 Tax Outlook Survey

The 2022 BDO Tax Outlook Survey polled 150 middle market tax executives to find out more about the challenges they are facing, their outlook on the rapidly evolving global tax landscape and how they are planning to adapt to uncertainty in the upcoming year.

Tax Extenders
COVID-19

BBB Is In The Rear-View Mirror; Next Up – Tax Extenders

While all signs point to the fact that, given the current makeup of the House and Senate, the Build Back Better bill on the table last fall is essentially lifeless, some of the policies contained in the bill may be back in play in 2022.

Inflation
Advisory

Inflation Is Here – What Now?

Many economists, business leaders and investors agree that some of the inflationary pressures being felt are temporary and normal for a recovering economy. Nevertheless, a proactive approach is advisable.

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