Elliott Brack, CPA

As we approach November 5th, the tax policies on each side of the aisle are top of mind for many tax professionals and their clients. In this article from Accounting Today, Mark Baran with CBIZ Accounting & Tax shares his perspective on clients' biggest concerns this season and what CBIZ is doing to prepare for any potential changes. #TaxUpdated #elections

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Take a look at our latest blog "Fund Accounting Focus: Surviving Tax Season" #PhoenixAmerican #FundAccounting #TaxSeason #PE #VC #blog

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Combining CPA expertise with personalized service, they offer a unique approach that resonates with clients. Their goal is to build lasting partnerships based on trust. For all your financial needs, they are here to help. Visit LocalBizProfile to learn more: https://lnkd.in/gNFAhJZS . . . #CPA #Finance #PersonalizedService #ClientFirst #Trust #Partnerships #FinancialNeeds #TaxSolutions #LocalBusiness #businessprofile #businesspage #businessdirectory #business #directory #digitalmarketing #businesslisting #businessowner #entrepreneur #marketingstrategy #onlinebusiness #branding

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Join Rehmann for our upcoming webinar! Dan Merritt provides the latest update on the significant changes to the single audit guidance, including what auditees should be doing to prepare for a smooth audit. Sign up today!

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Implementing software for CA Prop 65 compliance can make a huge difference for your business. By using compliance software, you’re not just meeting regulations—you’re streamlining your operations, reducing risks, and setting your business up for success. #californiaprop65 #EPA #compliancesoftware #acquis

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Want to know the benefits of utilizing a corporate trustee based in Nevada like Premier Trust? 🤝 Allow our experienced professionals to help you navigate the advantageous tax laws in Nevada from anywhere across the United States. 🇺🇸

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WE HAVE BIG NEWS! Jeffrey Levine, CPA/PFS, CFP®, ChFC®, RICP®, CWS®, BFA®, MSA is a speaker at the 2024 FPA NorCal Conference! 🌟 He will be leading a session titled, "𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐓𝐨 𝐌𝐢𝐭𝐢𝐠𝐚𝐭𝐞 𝐓𝐡𝐞 𝐈𝐦𝐩𝐚𝐜𝐭 𝐎𝐟 𝐓𝐡𝐞 𝟏𝟎-𝐘𝐞𝐚𝐫 𝐑𝐮𝐥𝐞." The “Setting Every Community Up For Retirement Enhancement (SECURE) Act” introduced substantial updates to long-standing retirement account rules. One notable change was the elimination of the ‘stretch’ provision for most non-spouse designated beneficiaries of retirement accounts and the introduction of a new “10-Year Rule.” This has resulted in a substantially compressed timeframe over which distributions from many inherited retirement accounts may be spread, increasing the likelihood that more of these accounts will be taxed at higher rates. Thankfully with proper planning, the potential for increased taxation can be significantly mitigated, preserving more of a client’s hard-earned, unused, retirement savings for their heirs. To assist clients in this type of planning, attendees of this session will take a deep-dive into the current rules for post-death distributions, including the latest guidance from the IRS on the implementation of the 10-Year Rule. The session will also explore strategies that can be used by retirement account owners to help reduce taxes for their future beneficiaries, as well as strategies that can be used by those beneficiaries to minimize their own taxes. You won't want to miss this! Register today! https://lnkd.in/gvi5bhq #fpanorcalconference2024 #fpanorcal #financialadvising #financialplanning #sanfrancisco #bayarea #networking #financialplanners #professionaldevelopment

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Almost half of all business leaders say their tax departments are under-sourced. 😧 That deficiency not only increases the risk of financial and tax reporting noncompliance, it also prevents organizations from establishing and refining a tax approach that helps drive long-term success. That's why more and more businesses are turning to tax managed services (TMS) as an alternative to performing tax functions in-house – and getting winning results. 🏆 So what's the scoop on TMS? In our latest article, we provide everything you need to know and answer these questions: ➡️ How does TMS work? ➡️ What’s the difference between TMS and outsourcing? ➡️ When does TMS make sense versus outsourcing? ➡️ What does TMS include? ➡️ Which CFO challenges does TMS solve? ➡️ Why do business leaders choose TMS? Our guide answers those questions and more: https://lnkd.in/eSEsnVkG #Taxes #Outsourcing #Compliance #CFO

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For the second year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 18th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms. Savant did not pay to participate in the ranking. https://lnkd.in/gShU_T7k 2024 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2024 includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.

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New post about our recent Federal Tax Updates podcast is up on the PADGETT® blog. Read through and listen to the episode. https://lnkd.in/edJ9AXDB

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Many of the provisions in the Tax Cuts and Jobs Act (TCJA) will expire at the end of 2025 unless Congress extends them. Taxpayers need to be aware of how they will be affected so they can be prepared, especially when it comes to estate and gift taxes. Learn more: https://lnkd.in/gnPfsz3H #tcja #taxcutsandjobsact #estatetaxes #taxplanning #taxtips #tax #taxadvisory #estatetax #taxadvisors #taxtip #cpas #cpafirm #accountants #accounting #accountantsandaccounting

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❗ Fall Compliance Deadlines Alert for CA, CO, DC, GA, HI, IN, IA, KS, KY ❗ Prepare for the October 31st and November 1st deadlines! Here’s a quick checklist: 📊 Audit Your Financials: Identify all potential unclaimed properties early. 🔍 Customize for State Laws: Adapt your process to meet unique state-specific requirements. 🖥️ Use UPNavigator®: Streamline reporting with our tool - see our new features in action here {link in comments}. 📝 Update Compliance Policies: Keep your strategies aligned with the latest laws to avoid penalties. 👉 Start Now: Delaying can lead to fines and disrupt operations. Need help with regulations? Contact UPCR today for expert guidance. #UnclaimedProperty #ComplianceDeadline #BusinessOperations #StateRegulations

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This #TaxDay, our incredible clients are sharing their wealth of knowledge and insights with audiences nationwide. Tax attorney and enrolled agent, Karla Dennis shared her tax tips with KCAL News last week. Check it out to make sure you're not missing out on any deductions 😉 #Finance #FinanceTips #TaxSeason

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