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Inflation means you and your employees can save more for retirement in 2023

Inflation means you and your employees can save more for retirement in 2023

by Richard Hall | Nov 1, 2022 | Small Business, Uncategorized

How much can you and your employees contribute to your 401(k)s next year — or other retirement plans? In Notice 2022-55, the IRS recently announced cost-of-living adjustments that apply to the dollar limitations for pensions, as well as other qualified retirement...
Integrated Wealth Strategies Partners with NFLA to host Red White and Blue Golf tournament in October

Integrated Wealth Strategies Partners with NFLA to host Red White and Blue Golf tournament in October

by Angelo Sandone | Aug 31, 2022 | Uncategorized

Good afternoon. On October 24th, IWS is co-sponsoring a golf outing with the NFLA, Caring For Kids, and the Deborah Hospital. The Red White and Blue celebrity charity golf tournament is a partnership between the NFL Alumni and our Partners at IWS, Integrated...
Selling mutual fund shares: What are the tax implications?

Selling mutual fund shares: What are the tax implications?

by Jimmy Campoverde | Apr 5, 2022 | Uncategorized

If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. According to the Investment Company Institute, a survey found 58.7 million households owned mutual funds in mid-2020. But despite their popularity, the tax...
Fully deduct business meals this year

Fully deduct business meals this year

by Donald Bicking Jr. CPA, CTC | Apr 4, 2022 | Uncategorized

The federal government is helping to pick up the tab for certain business meals. Under a provision that’s part of one of the COVID-19 relief laws, the usual deduction for 50% of the cost of business meals is doubled to 100% for food and beverages provided by...
Do you or your business use PayPal or Venmo? New tax law could affect your 2022 tax return

Do you or your business use PayPal or Venmo? New tax law could affect your 2022 tax return

by Angelo Sandone | Jan 31, 2022 | Uncategorized

As of January 2022, mobile payment apps like Venmo, PayPal and Cash App are required to report commercial transactions totaling more than $600 per year to the Internal Revenue Service. The change to the tax code was signed into law as part of the American Rescue...
How to ensure life insurance isn’t part of your taxable estate

How to ensure life insurance isn’t part of your taxable estate

by Diogo P. Azevedo | Apr 14, 2021 | Uncategorized

If you have a life insurance policy, you may want to ensure that the benefits your family will receive after your death won’t be included in your estate. That way, the benefits won’t be subject to federal estate tax. Current exemption amounts For 2021, the federal...
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  • How inflation will affect your 2022 and 2023 tax bills
  • Inflation means you and your employees can save more for retirement in 2023
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  • What local transportation costs can your business deduct?

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