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Is PPP Loan Forgiveness Right for You?

Is PPP Loan Forgiveness Right for You?

Many PPP loan borrowers who took advantage of this special program earlier in the year after some of the most significant and sudden impacts of Covid-19 are being pushed towards leveraging forgiveness. However, it's important to understand all of the implications of...

Estate and Gift Tax Exemption Landscape Might Change: Act Now

Estate and Gift Tax Exemption Landscape Might Change: Act Now

Anytime there's a big election on the horizon, there's the possibility that the estate tax landscape can change. It's a big reason why plenty of our clients maintain a relationship with us over many years so our office can keep an eye on these details and let you know...

IRS Audit Triggers: What Increases Your Chances?

IRS Audit Triggers: What Increases Your Chances?

No one wants to open their mailbox and discover that the IRS is launching a formal audit against them. It can happen to anyone, but here are some clues that you’ll be more likely to get audited at some point in the future when an auditor shows an interest in your tax...

Year-End Tax Questions Business Owners Should Ask

Year-End Tax Questions Business Owners Should Ask

We're now firmly in Q4 whether it feels like it or not. Although this year has certainly been like no other, December 31 will be here before you know it. That makes now the perfect time to look at your tax strategy as a small business owner and get prepared to ask...

Do You Really Need a Tax Attorney for an IRS Tax Audit?

Do You Really Need a Tax Attorney for an IRS Tax Audit?

An IRS tax audit is a serious issue and one that you should respond to promptly. It can seem tempting to provide the necessary paperwork and schedule a meeting with an IRS representative to handle this on your own but this could be a significant mistake. There are...

Real Property & IRS Tax Updates for 2020

Real Property & IRS Tax Updates for 2020

Are you familiar with the concept of like-kind exchanges? You might have heard of them under their alias, 1031 exchanges. This involves multiple transactions to dispose of one asset and acquire another without generating tax liability from the first sale. The tax...

IRS Payroll Deferral Guidance: What it Really Means

As with many types of tax correspondence, it can be difficult to determine how recent guidance from the IRS on payroll deferral really impacts your plans and your future. Recent IRS communication about this issue was released, and it looks like this program might not...

Your Guide to Using a Testamentary Trust in Georgia

Your Guide to Using a Testamentary Trust in Georgia

It is not uncommon as you approach the estate planning process to have questions about types of testamentary trusts, the benefit of a testamentary trust versus a living trust, and whether or not you should use testamentary trust forms. The support of an experienced...

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