Tag: year-end
Year-end checklist for employers
Courtesy of PayChex, below is a year-end checklist for employers. Have you reported the following information? All payroll checks issued in-house Voided checks Employee pension information Group Term Life adjustments Tax deposits made for an amount other than the amount...
Top 10 year-end tax planning tips
As 2015 draws to a close, a turbulent economic and legislative environment means taxpayers need to keep a close eye on several major planning issues, according to Grant Thornton LLP in an Accounting Today article. Check on Congress The most...
How donor-advised funds can help with year-end planning
Donor-advised funds (DAFs) have increasingly become the charitable vehicle of choice over the last 10 years for both advisors and clients. DAFs can be established very quickly, are easy to explain, simple to use, have many tax benefits, appeal to a...
Year-end tax tips for individuals
New legislation has brought greater certainty to year-end planning but also created new challenges. Be sure to meet with your ShindelRock tax professional if you have had any major changes during 2014 or are expecting major financial changes such as retirement or inheritances....