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.

Essential Tax and Financial Planning Strategies for Boomers and Gen Xers Approaching Retirement

As Boomers and Gen Xers approach retirement, effective financial planning becomes crucial to ensure a comfortable and secure future. This article outlines essential tax and financial planning strategies tailored to the unique needs of individuals nearing retirement. By understanding and […]

categories: Retirement // Tax

tags: Financial Planning // retirement // tax planning

Essential Tax and Financial Planning Strategies for Boomers and Gen Xers Approaching Retirement

As Boomers and Gen Xers approach retirement, effective financial planning becomes crucial to ensure a comfortable and secure future. This article outlines essential tax and financial planning strategies tailored to the unique needs of individuals nearing retirement. By understanding and […]

View Post >

categories: IRS // Tax

tags: ERC // tax credits // Tax incentives

Employee Retention Credit Update

The IRS released an update regarding the Employee Retention Credit claims on June 20th, outlining their findings and plans for ERC claims filed prior to September 14, 2023. This is the most detailed information the IRS has released so far […]

View Post >

The Ultimate Guide to Beneficial Ownership Information Reporting

categories: Tax

tags: BOI

The Ultimate Guide to Beneficial Ownership Information Reporting

By: Brandon Allfrey, CPA Brandon is a CPA, Partner, and the Tax Practice Leader at Squire. With over two decades of experience, his focus includes individual and business tax planning, consulting, and compliance for business owners and closely held companies. If […]

View Post >

Streamline Your Finances with Outsourced Accounting Services: How It Can Benefit Your Business

categories: Business Advisory

tags: Outsourced Accounting Services

Streamline Your Finances with Outsourced Accounting Services: How It Can Benefit Your Business

By: Marc Andrus, Advisory Partner In today’s fast-paced business environment, managing finances efficiently is more critical than ever. Outsourced accounting services (also known as client accounting services) offer a strategic advantage, allowing companies to focus on core business functions while […]

View Post >

Navigating the R&D Tax Credit Maze: What SMBs Need to Know Amid Legislative Uncertainty

categories: Business Advisory // Tax

tags: R&D // tax credits

Navigating the R&D Tax Credit Maze: What SMBs Need to Know Amid Legislative Uncertainty

The landscape of tax legislation in the United States has been marked by constant evolution, with changes often reflecting the broader economic and political priorities of the time. One area that has seen significant shifts, and consequent uncertainty, involves the […]

View Post >

Deadline Approaching for Round Two of the Qualifying Advanced Energy Project Credit

categories: IRS // Tax

tags: Advanced Energy Project Credit

Deadline Approaching for Round Two of the Qualifying Advanced Energy Project Credit

By: Sandra Bullock, CPA The Internal Revenue Service and Department of Energy recently opened an application portal for companies with eligible investments in clean energy manufacturing to submit concept papers in a second round of selective tax credit allocations. Section […]

View Post >

categories: Tax

tags: taxes

The Tax-Filing Deadline Is Drawing Near

Article Highlights: Extensions Balance-Due Payments Contributions to Roth or Traditional IRAs Individual Refund Claims for the 2020 Tax Year Missing Information As a reminder to those who have not yet filed their 2023 tax returns, April 15, 2024, is the […]

View Post >

Navigating the Complex World of Sales Tax Compliance

categories: Business Advisory // Sales Tax

tags: sales tax

Navigating the Complex World of Sales Tax Compliance

How Squire Partners with Businesses Using Sovos and Avalara By: Deneise Garcia In today’s fast-paced world, where transactions cross borders with a click of a mouse and tax regulations are in constant flux, keeping up with the demands of US […]

View Post >

Navigating the Complexities of International Taxation: Essential Guide for Expats and Global Entrepreneurs

categories: Tax

tags: Expats // International Taxation

Navigating the Complexities of International Taxation: Essential Guide for Expats and Global Entrepreneurs

By: Joe Hillstead, CPA, Tax Partner U.S. Expat Tax Implications for Living and Doing Business Abroad So you’ve decided to expand your horizons and move your business (or maybe even yourself and your family) beyond the borders of the United […]

View Post >