Is Your Wealth Being Managed by the Right Team?
Posted by Margaret Amsden and Casey Haggerty on October 4, 2021
Margaret Amsden
Though CPAs and wealth managers are two different advisors, together they play an essential role in helping individuals make short- and long-term financial plans. To make the best plans for their future, clients are discovering that a partnership between these professionals can further enhance their financial goals and performance.
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Clayton & McKervey Names Ben Smith & Dave Van Damme Shareholders
Posted by Clayton & McKervey on September 16, 2021
Clayton & McKervey
We are excited to introduce two new Clayton & McKervey Shareholders: Ben Smith and Dave Van Damme. As new members of the now 12-member ownership team, Smith and Van Damme will have the opportunity to expand their impact on the firm; building teams and practices which support their industry expertise, technical skills and passion.
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Insights from Washington: House Democrats Propose Tax Increases
Posted by Sarah Russell on September 14, 2021
Sarah Russell
To keep you informed on the latest tax negotiations from Washington, we will be issuing a weekly blog with the current news. Our first installment covers details of the proposed tax increases drafted by House Democrats and released on September 13. Here are some highlights from the summary.
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House Approves $3.5 Trillion Budget Blueprint
Posted by Sarah Russell on August 25, 2021
Sarah Russell
On Tuesday, August 24, the House passed a measure approving a $3.5 trillion budget blueprint, paving the way to advance President Biden’s economic agenda. Significant hurdles remain before a budget bill is passed. We will continue to keep you informed as negotiations continue and draft legislation becomes available.
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Expanding to the US: Why You Need These Partners by Your Side
Posted by Teresa Gordon on July 1, 2021
Teresa Gordon
With legal and tax requirements at every phase of U.S. expansion, it's important to have the right team of U.S. experts guiding you through the process. Learn which partners you need by your side and how they can help you successfully expand to the U.S.
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Child Tax Credit Update: Advance Payments & Eligibility
Posted by Margaret Amsden on June 23, 2021
Margaret Amsden
The IRS has released an important update to help people manage the Child Tax Credit that was temporarily expanded in the American Rescue Plan Act of 2021. Here’s a quick summary of the new information and additional program enhancements.
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Treasury Green Book Offers Look into Biden’s Tax Proposals
Posted by Sarah Russell on June 3, 2021
Sarah Russell
Right before the Memorial Day weekend, the U.S. Treasury released its Fiscal Year 2022 explanation of the various proposals included in President Biden’s “Made in America” tax plan.
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American Rescue Plan Act: Key Impacts
Posted by Sarah Russell and Margaret Amsden on March 17, 2021
Sarah Russell
Review the key impacts of the $1.9 trillion American Rescue Plan Act, including another stimulus payment and extended unemployment benefits.
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IRS Issues New Guidance on PPP and Employee Retention Credit Eligibility
Posted by Sarah Russell on March 3, 2021
Sarah Russell
The IRS recently issued highly anticipated guidance about PPP and employee retention credit eligibility and qualified wages.
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4 Tips for Managing a Large Inheritance
Posted by Casey Haggerty on December 28, 2020
Casey Haggerty
Receiving a large inheritance may sound appealing to most, especially in an era where many have gone through two large financial depressions. However, there are many things that need to be considered. Here are some important tips for managing a large inheritance.
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2020 Year-End Tax Planning Considerations
Posted by Tarah Ablett on November 22, 2020
Tarah Ablett
As 2020 draws to a close, businesses and individuals should consider what tax planning strategies make the most sense for them. Here are some key tax planning considerations to keep in mind as we approach the end of the year.
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2021 Proposed Mexico Tax Reform Package
Posted by Carlos Calderon on October 27, 2020
Carlos Calderon
Here are some of the proposed amendments of the 2021 Mexico tax reform package. If approved by October 31, these new laws will go into effect on January 1.
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PPP Double Jeopardy: Loan Forgiveness and Tax Implications
Posted by Bryan Powrozek and Sarah Russell on October 20, 2020
Bryan Powrozek
Learn about the potential tax implications of PPP loan forgiveness and how this impacts companies who claim the R&D tax credit.
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Automation is the Solution for Maximizing ROI
Posted by Tim Finerty on September 23, 2020
Tim Finerty
As more and more companies face the pressure to create a higher performing product as efficiently as possible, a number of them are now adopting Industry 4.0 technology to adapt their workflows to the 21st century. And as a result of embracing this evolution, these businesses are reaping the benefits.
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PPP Loan Forgiveness FAQs
Posted by Tim Hilligoss and Sarah Russell on August 10, 2020
Tim Hilligoss
The COVID-19 pandemic caught many by surprise including business owners who were required to comply with forced business closures and others who experienced modified operating rules or dwindling demand.
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Financial Analysis Video: Days Cash On Hand
Posted by Dave Van Damme on April 6, 2020
Dave Van Damme
In light of COVID-19, business owners, CFOs and operations managers are spending a lot of time thinking about cash flow. Now, more than ever, cash is king and understanding how to plan over the next few months and beyond is vital. Watch the video to learn more.
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