create a win-win between employer and employee.
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quick tax tip
with art werner
cpe today
what are we really trying to accomplish in the area of fringe benefits? we’re really trying to find a way to create what i call pseudo-compensation.
unveil financial and estate planning techniques.
quick tax tip
with art werner
cpe today
charitable planning is more than just saying, “i think i’ll favor my favorite charity with an annual donation.”
charitable planning goes well beyond that. charitable planning deals with the estate of an individual and maybe how we will direct assets upon death, but it also deals with how we direct assets while alive to accomplish the personal and human needs of that client. there are many ways of doing it. it can be as simple as making a gift or as complex as establishing a charitable remainder trust and any avenue.
we’ll be looking at ways to make it as effective and efficient in the tax area as well as the human needs area.
a crucial guide for you and your clients.
by art werner
werner-rocca ltd.
concern is starting to be expressed by many cpas as to what their responsibilities are regarding the corporate transparency act. clients, if they haven’t done so already, will be expressing their own concerns and frustrations.
what compliance issues are on our client’s horizon, and where does the cpa fit in regarding the cta? cpas and tax professionals need to know how to advise their clients in this new regulatory era of the cta.
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the corporate transparency act mandates that a business entity must disclose who the beneficial owners of the business entity are. corporations, partnerships, professional corporations, and limited liability entities are all subject to the cta. the purpose of the cta legislation is to assist the financial crimes enforcement network in identifying entities that may be involved in money laundering, terrorism, tax evasion, organized crime, and/or other illegal activities.