Sentences with phrase «provide tax planning»

Tax attorneys provide tax planning services and help clients resolve disputes with taxing authorities.

We can work with your CPA or will refer you to one of our strategic partnerships to provide tax planning, preparation or filing services.

He does a lot of work for technology businesses, mainly providing tax planning and advice.

Vincenzo Villamena, managing partner of a firm that provides tax planning help for Americans living overseas and others with special situations, says the easiest thing to do is to simply file a joint return, treating a nonresident spouse as a resident, if necessary.

Alan has provided tax planning services for individuals, corporations and trusts for over 30 years while running multiple companies.

Buchalter's Tax Practice Group provides tax planning and business structuring for corporations (both public and private), pass - through entities, individuals, trusts and estates.

Akerman also provides tax planning services associated with in - bound and out - bound investments in Latin America and the Caribbean, and serves as counsel to foreign companies and individual investors looking to do business in the United States.

Finally, he provides tax planning advice to businesses and individuals seeking to stay compliant while minimizing future tax bills.

Mr. Rudolph is a licensed Certified Public Accountant in Pennsylvania who specializes in providing tax planning and preparation services for divorcing couples, small business owners and individuals.

Scott Rudolph, CPA is a licensed Certified Public Accountant in Doylestown, Pennsylvania who specializes in providing tax planning and preparation services for divorcing couples.

Ms. Long, of Estill and Long LLC, has extensive experience providing tax planning and business advice to her clients.

Not exact matches

The so - called Cadillac Tax — a tax levied on some very generous health plans provided by some businesses — could go awTax — a tax levied on some very generous health plans provided by some businesses — could go awtax levied on some very generous health plans provided by some businesses — could go away.

Other proposals include a carbon tax on gasoline sales, limiting deductibility of state taxes for businesses by imposing the same caps that now apply to individuals, and taxing generous employer - provided health care plans.

«Associated corporation rules could be tightened to provide fewer tax planning opportunities to double up,» he recommends.

The first question to ask yourself is, are you providing this profit - sharing plan because you truly want to benefit the employee, or were you sold that it's a tax advantage?

The numerous changes to the tax code provide a lot of income - tax planning opportunities, which can translate into more retirement savings.

Amazon has suspended part of its expansion plans in Seattle, pending the outcome of a City Council vote on a new tax on large employers that would fund programs aimed at providing affordable housing and helping the homeless.

«In particular, her deep expertise in tax law developments will be invaluable as we continue to provide exceptional, comprehensive multi-generational wealth plans that help our clients achieve their financial goals.»

As the rationale (or rationalization, if you ask me) of the tax bill was to support more hiring and capital investment to grow the economy, the GOP tax cut plan provided incentives to pass - throughs.

Career site Zippia's David Luther provided us with data breaking down how different occupations fare under the finalized tax plan.

Democrats and non-partisan tax policy experts alike say the GOP plan fails to provide crucial relief to the families who need it most, while expanding benefits for the most well - off families who qualify.

The administration plans to provide tax relief for families with child care expenses, too, although the specifics have yet to be included.

The so - called Cadillac Tax — a tax levied on very generous health plans provided by some businesses — could go awTax — a tax levied on very generous health plans provided by some businesses — could go awtax levied on very generous health plans provided by some businesses — could go away.

«To provide a greater reward for those who make the sacrifices needed to move ahead, the President's tax cut plan will substantially lower the marginal tax rate for low - income parents,» Bush's team explained at the time.

«Planning before year - end will provide valuable insight about current tax savings strategies for your business while estimating future retirement benefits for both you and the employees.

But other issues, such as providing tax credits to encourage people to buy insurance (while not outright mandating coverage), have proved controversial to conservative lawmakers who have described the plan as «Obamacare Lite.»

Economists Michael Gapen and Pooja Sriram noted that the tariffs come as the U.S. economy is otherwise in expansion mode, with aggressive fiscal policy — tax cuts and planned spending increases, specifically — to «provide sufficient support to keep the economy in a recovery phase.»

These regulations would affect participants in, beneficiaries of, employers maintaining, and administrators of tax - qualified plans that contain cash or deferred arrangements or provide for matching contributions or employee contributions.

Elimination of current employer drug plan costs as well as tax incentives to provide same.

The survey provides an updated look at employers» response to the Affordable Care Act's excise tax on high - cost health plans, sometimes called the «Cadillac tax,» which is now scheduled to take effect in 2020.

Although the main trade association representing firms like these, America's Health Insurance Plans (AHIP), did not endorse the AHCA, the bill did contain some measures that would benefit the companies by repealing certain taxes and allowing insurers to provide less generous (and less costly) benefits to customers.

«With the global economy poised to accelerate, new U.S. tax legislation providing tailwinds and a leading franchise across our businesses, we are well positioned to serve our clients and make significant progress on the growth plan we outlined in September,» he added.

For example, if you're planning to use the loan proceeds to buy another business you'll need to provide a copy of the purchase agreement, the target company's financial statements, tax returns, and other details about them (your loan officer will inform you as to the specific documents you may need to add to your loan application).

· The cessation of accruals under the Qualified Plan and the continued IBM contributions under the tax - qualified defined contribution plan, the IBM 401 (k) Plus Plan, reflects IBM's desire to provide appropriate benefits for its employees, consistent with the changing needs of IBM's workforce and the changing nature of retirement benefits provided by IBM's current competitPlan and the continued IBM contributions under the tax - qualified defined contribution plan, the IBM 401 (k) Plus Plan, reflects IBM's desire to provide appropriate benefits for its employees, consistent with the changing needs of IBM's workforce and the changing nature of retirement benefits provided by IBM's current competitplan, the IBM 401 (k) Plus Plan, reflects IBM's desire to provide appropriate benefits for its employees, consistent with the changing needs of IBM's workforce and the changing nature of retirement benefits provided by IBM's current competitPlan, reflects IBM's desire to provide appropriate benefits for its employees, consistent with the changing needs of IBM's workforce and the changing nature of retirement benefits provided by IBM's current competition.

What Mr. Obama initially proposed was to end a major tax benefit provided by 529 plans, which shield earnings on investments from taxes on capital gains and dividends much like a Roth IRA.

But it introduced Wealthsimple Black for clients with balances over $ 100,000, providing lower fees, tax - loss harvesting and basic financial planning.

From payroll tax deposits and year - end reconciliations, to new - hire and customizable retirement plan reporting, BCM Payroll Services will provide the payroll services you need.

Alternatively, working with a high - quality asset management company that charged no more than 1.50 % in per annum in management fees but who provided the white - glove service that made comprehensive tax, estate, and portfolio planning easier, might have made it possible to achieve financial independence and multi-generational wealth much more quickly.

A serious climate plan will unfreeze the carbon tax and set out a schedule that provides certainty so businesses and families can plan for the future.

Although consultations are one on one, guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax - planning decisions.

Atlas Financial provides financial planning, investment management, and personal tax planning and preparation services.

For example, if you're planning to use the loan proceeds to buy another business you will need to provide a copy of the purchase contract, the target company's financial statements, tax returns, and other details about them.

As your wealth planning partner, Atlas combines our financial planning, investing, and tax knowledge to provide you with the all - in - one Atlas Experience.

He isn't satisfied with the changes that either the Senate or House plan currently provides for what are called «pass - through businesses,» small firms that are taxed as individuals.

Notably, absent some window dressing, the new plan doesn't provide much detail on how the tax cuts will be paid for and who exactly will benefit.

Avera Health Plans is on the Marketplace — providing plans that reflect some of the lowest monthly premiums for South Dakota and provides tax credits and financial assistance with monthly premiums or co-Plans is on the Marketplace — providing plans that reflect some of the lowest monthly premiums for South Dakota and provides tax credits and financial assistance with monthly premiums or co-plans that reflect some of the lowest monthly premiums for South Dakota and provides tax credits and financial assistance with monthly premiums or co-pays.

Canadian tax regulations allow self - directed Registered Retirement Savings Plans (RRSP) / Registered Retirement Income Funds (RRIF) to be used for a non-arms length mortgage investment, provided that the mortgage is insured.

in the case of our directors, officers, and security holders, (i) the receipt by the locked - up party from us of shares of Class A common stock or Class B common stock upon (A) the exercise or settlement of stock options or RSUs granted under a stock incentive plan or other equity award plan described in this prospectus or (B) the exercise of warrants outstanding and which are described in this prospectus, or (ii) the transfer of shares of Class A common stock, Class B common stock, or any securities convertible into Class A common stock or Class B common stock upon a vesting or settlement event of our securities or upon the exercise of options or warrants to purchase our securities on a «cashless» or «net exercise» basis to the extent permitted by the instruments representing such options or warrants (and any transfer to us necessary to generate such amount of cash needed for the payment of taxes, including estimated taxes, due as a result of such vesting or exercise whether by means of a «net settlement» or otherwise) so long as such «cashless exercise» or «net exercise» is effected solely by the surrender of outstanding stock options or warrants (or the Class A common stock or Class B common stock issuable upon the exercise thereof) to us and our cancellation of all or a portion thereof to pay the exercise price or withholding tax and remittance obligations, provided that in the case of (i), the shares received upon such exercise or settlement are subject to the restrictions set forth above, and provided further that in the case of (ii), any filings under Section 16 (a) of the Exchange Act, or any other public filing or disclosure of such transfer by or on behalf of the locked - up party, shall clearly indicate in the footnotes thereto that such transfer of shares or securities was solely to us pursuant to the circumstances described in this bullet point;

the disposition of shares of common stock to us, or the withholding of shares of common stock by us, in a transaction exempt from Section 16 (b) of the Exchange Act solely in connection with the payment of taxes due with respect to the vesting or settlement of RSUs granted under our equity incentive plans or pursuant to a contractual employment arrangement described elsewhere in this prospectus, insofar as such RSU is outstanding as of the date of this prospectus; provided, that, if required, any public report or filing under Section 16 of the Exchange Act will clearly indicate in the footnotes thereto that such disposition to us or withholding by us of shares or securities was solely to us pursuant to the circumstances described in this clause;

The generalized information we provide regarding tax minimization planning is not intended to, and can not, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties.