Strategic Tax Planning

The IRS announced that the ERC processing moratorium will continue, with a focus on reviewing high-risk claims and slowly issuing refunds for low-risk claims.

Join our webinar today with Managing Director, Matt Eddleman, EA, on July 17 at 12 PM ET to get answers to your questions about the latest IRS announcement and what it means for your business. Matt will also discuss the current state of ERC processing, what to expect in the coming months, and how to strategically plan your taxes if you haven’t received your ERC yet.

Register here: https://hubs.li/Q02GXtqT0

Learn how you can improve your company’s 401k plan and offer competitive benefits while staying cost-effective!

Join us tomorrow, July 10 at 12 PM to discuss 401k plans that fit your company’s and employees' needs with Tax Director Michael Brewer, CPA, and Foundation Wealth’s and Tax Advisors, Graham Mull, CFP.

Register today for the opportunity to strengthen your benefits package and boost your bottom line. Sign up here: [link]

Looking to maximize tax efficiency through fixed asset management?

Join Erin Savery, CPA, MST, and John Althouse, J.D., CPA, on June 19th at 12 PM for a webinar where they will discuss strategies to uncover hidden tax value within your fixed assets. Gain valuable insights to optimize your tax planning and drive financial growth for your business. Register here: https://hubs.ly/Q02Cfn4X0

Are you paying taxes on your employees’ tip wages? Take advantage of the F**A Tip credit to reduce your tax burden and free up dollars for team retention and reinvestment.

Join Erin Savery, CPA, MST, and Jacob Linn, J.D., on June 5th at 12 PM as they discuss the F**A Tips credit and how it can benefit your business. Discover if your business qualifies and gain insight into the best practices for capturing the F**A Tips credit. Register here: https://hubs.li/Q02zfTRV0

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Do you have a defense plan for your ERC claim?

Join our webinar on May 22 to learn how you can protect your ERC claim against IRS audits.

Tax Director, Michael W. Brewer, CPA will discuss the strategies you can use to support your ERC claim, including getting a second look from a tax professional.

Sign up to learn how ou can secure your Employee Retention Credit: https://hubs.li/Q02xZFyZ0

Do you own or are planning to start an LLC or Corporation?

If so, you may be required to file a BOI report. This new requirement was imposed this year by the passage of the Corporate Transparency Act. This form reports beneficial ownership information to the FinCEN to help prevent activities like money laundering and fraud.

Want to know more about who needs to report, how to report, the approaching deadlines, and more? Read the details in our article: https://hubs.li/Q02w1kLJ0

Is your business engaged in engineering, coding, or other product development activities?

Learn how you can capitalize on your efforts with R&D tax credits.

Join Director John Althouse, JD, CPA, for our webinar on May 1st at 12 pm EDT. He will offer an overview of the federal R&D tax credit program, including the latest updates and how you can benefit.

Save your spot today: https://hubs.li/Q02v8P-K0

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Last chance to take advantage of the Employee Retention Credit for 2020 before the April 15 deadline. Join Managing Director Matt Eddleman, EA, for a webinar on March 27 at 12 pm.

Learn what you need to know about filing for the ERC, including what documents you need to submit, how to determine your eligibility, and how to maximize your credit.

Register today to save your spot: https://hubs.li/Q02qNcvJ0

Did you know that your brewery, distillery, or winery could be eligible for significant tax credits?

Your business could receive financial relief from the Research & Development Credits and fixed asset planning opportunities!
Join our webinar with Brewer Magazine on March 26 at 1 pm to learn how your business could qualify for these tax credits.

Managing Director, Matt Eddleman, EA, and Account Executive, Michael Fenwick, will delve into these tax credit requirements as well as the reporting requirements of the newly implemented Corporate Transparency Act.

Save your spot today: https://hubs.li/Q02qBWY40

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Have you received IRS Letter 6612 but aren’t sure of your next steps? Don’t worry, we’re here to help!

Join our webinar, ERC Claims to IRS Audits: Guide to Letter 6612 Compilance, on March 13 at 12 pm. Our tax professionals will explain what this audit entails and what it could mean for your ERC claim.

You can register here: https://hubs.li/Q02p7w6-0

During this webinar, we'll delve into the specific areas of concern highlighted by the audit and offer practical guidance on how to address them.

Whether you're facing an audit for the first time or looking to navigate the complexities of ERC compliance, this webinar is designed to equip you with the knowledge and tools you need to protect your claim and ensure compliance with IRS regulations.

Are you up-to-date with the regulations of the Corporate Transparency Act (CTA)?

Mark your calendars for March 6th at 12pm! Join Erin Savery, CPA, MST, for a webinar on this new compliance requirement for more than 30+ million businesses in the US. During the event, she will break down the key insights and implications of the CTA.

Sign up here: https://hubl.li/Q02nmh0L0

Business owners will need to file BOIR forms, giving information about the beneficial owners of their company to the Financial Crimes Enforcement Network (FinCEN).

Don’t miss out on this opportunity to stay ahead of the curve and understand your compliance obligations. Secure your spot now and register today!