Year-End Tax Planning Tips for Your Business

As 2022 winds down, here are some ideas to help you prepare for filing your upcoming tax return and help manage your business. Informational returns. Identify all vendors who require a 1099-MISC and a 1099-NEC. Obtain tax identification numbers (TINs) for each of these vendors if you have not already done so. Shifting income and…

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5 Numbers That Will Make or Break Your Business

Regardless of the type of business you’re running, actively monitoring a few key numbers is often what’s needed to keep your company growing and prosperous. A company’s key financial indicators often fall into one or more of the following categories: 1. Order volume Find the metric of orders that makes sense for your business. Then…

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Tax Court Corner – Small Business Edition

Here’s a roundup of several recent tax court cases and what they mean for your small business. Be Reasonable About Compensation (Hood, TC Memo 2022-15, 3/2/22) Facts: Clary Hood and his wife founded and were the sole shareholders of Clary Hood, Inc., a C corporation. In 2014, Hood and his advisors concluded that Hood had…

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