Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Year-End Gift Giving with Tax Benefits

Article Highlights: Watch Out for Holiday Gift Scams Gifts with Tax Benefits Gift of College Tuition Qualified Tuition Programs Qualified Charitable Distribution Donor-Advised Funds Work Equipment Employee Gifts Monetary Gifts to Individuals Documentation Timing The holiday season is customarily a […]

categories: Tax

tags: gift giving // irs // tax benefits

Year-End Gift Giving with Tax Benefits

Article Highlights: Watch Out for Holiday Gift Scams Gifts with Tax Benefits Gift of College Tuition Qualified Tuition Programs Qualified Charitable Distribution Donor-Advised Funds Work Equipment Employee Gifts Monetary Gifts to Individuals Documentation Timing The holiday season is customarily a […]

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categories: Wealth

tags: tax planning // Wealth

Top 5 Tax Planning Ideas 2022 (VIDEO)

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categories: Tax

tags: tax planning // year end tax tips

Year-End Tax Planning Issues

Article Highlights: Benefits Sunsetting After 2021 Benefits Sunsetting After 2022 Not Needing to File May Be an Opportunity Maximize Education Tax Credits Employer Health Flexible Spending Accounts Maximize Health Savings Account Contributions Roth IRA Conversions Avoid Required Minimum Distribution (RMD) […]

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categories: QuickBooks Online

Use QuickBooks Online Effectively: 7 Best Practices

Here are seven ways you can be safe, compliant, and productive when you’re using QuickBooks Online. “Best practices” is a phrase that human resources professionals have been using for decades. But every type of profession has its own best practices, […]

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categories: QuickBooks Desktop

Know Where Your Money Is: QuickBooks’ Income Tracker

It’s more than just the balance in your bank account. Your company’s money can be hiding in numerous places. Get to know Quickbooks Income Tracker. If you’re a business that sends estimates and invoices customers, you’re probably used to now […]

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What did we learn about investing in 2022?

categories: Wealth

tags: Investing // Wealth

What did we learn about investing in 2022?

HOW TO INVEST MARKETS & ECONOMY As we approach the end of another trip around the sun, this seems like an opportune time to reflect on the past year as it relates to our investment journeys. Noteworthy events and outcomes of […]

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categories: IRS

Research Credit Potentially Doubled By The Inflation Reduction Act

The Inflation Reduction Act that President Biden signed into law back in August, has a lesser-known provision that could benefit many small business startups, allowing them to potentially double the amount of the research and development tax credit they can […]

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categories: Retirement

Is This an Opportune Time to Convert Your Traditional IRA to a Roth IRA?

Article Highlights: Stock Markets Downward Slide Traditional IRA to a Roth IRA Conversions Younger Individuals Here Is How It Works Marginal Tax Rates Example When Using the Marginal Table Conversions Cannot Be Undone. Non-deductible Traditional IRA Contributions If your traditional […]

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categories: Tax

Health Savings Accounts Fill Multiple Tax Needs

The Health Savings Account (HSA) is one of the most misunderstood and underused benefits in the Internal Revenue Code. Congress created HSAs as a way for individuals with high-deductible health plans (HDHPs) to save for medical expenses that are not […]

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