Monthly Archives: November 2017

Ten Year-End Tax Moves To Minimize Your Tax Exposure

*Updated 12/28/17 With major tax reform looming, we compiled a list of year-end planning moves that can help you take advantage of the tax breaks that may be heading your way. While congress appears poised to enact tax reform this year, it’s by no means a sure bet. So keep a close eye on the […]

3 Tips For Making 1099-MISC and 1099-NEC Filing A Breeze This January

Updated for 2020: As the 2020 tax filing season approaches, it’s important to get organized to ensure timely filing of your informational returns. New for 2020 is Form 1099-NEC, which will now be used to report Non-Employee compensation. Here’s three tips to help you get organized, avoid penalties, and ensure accuracy of your filings. Ensure […]

Year-End Planning: Tax Strategies for Employee Stock Options

Stock options can be complex and costly if you don’t properly plan for taxes. Two common forms of non-cash employee incentives are Incentive Stock Options (ISOs) and Non-qualified Stock Options (NSOs). With tax reform on the horizon, hopefully this post will help you make a more informed decision about the opportunities that exist before the end of […]