Hello There!,

Year-end tax planning is a critical component to identifying all of the possible ways to reduce the amount you pay in taxes.

Contact us or call 404.585.5675 to arrange a meeting or a Zoom when we can discuss year-end tax planning considerations, including retirement savings, charitable contributions, capital gains and losses, required minimum distributions, gift tax exemptions, cryptocurrency transactions, and other areas of concern and importance to you.

Thank you.

Paul Mashburn, CPA

How to Handle Corporate Expenses Paid Personally

If you play a major role in a closely held corporation, you may wonder how to handle corporate expenses paid personally. These costs may end up being nondeductible both by an officer and the corporation unless the correct steps are taken. This issue is more likely to happen with a financially troubled corporation.

Read our blog post to learn what expenses may be deductible and those you cannot deduct.

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2023 Q4 Tax Deadlines for Businesses

Check out the 2023 Q4 tax calendar for businesses including some of the key tax-related deadlines. Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements.