Tax Planning Resources

We have handpicked several publications to give you more insight into some of the ways our tax team can help you take advantage of opportunities available for your business.

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Help For Growing Your Business

Explore our curated list of downloadable PDFs and other tools for more tax planning insights.

July 25, 2024

Understanding the Corporate Transparency Act and Beneficial Ownership Information

This guide provides an overview of the Corporate Transparency Act, its BOI reporting requirements, and the steps your business needs to take to comply.

July 18, 2024

ERC Moratorium Update: IRS Continues to Slow Processing of Claims

The IRS has instituted a moratorium on processing new ERC claims, causing significant delays and impacting businesses relying on these refunds.

IRS Resumes Sending Collection Notices: Steps to Take Now

Understand your LT38 notice and explore payment options, and avoid enforcement actions with our guidance

Accelerate Tax Deductions with Cost Segregation

Learn how a cost segregation analysis can accelerate depreciation deductions and unlock significant tax savings for your business.

June 25, 2024

Expedite Your ERC Refund with the Taxpayer Advocate Service

If you're experiencing delays with your ERC refund, then the Taxpayer Advocate Service (TAS) may be right for you.

Not Just a Retirement Plan: The Tax Planning Benefits of a 401(k) Plan

As a business owner, navigating the complexities of tax planning can be daunting, but one powerful tool at your disposal is the 401(k) plan.

Resolve Your Tax Issues with Strategic Tax Planning

Did you receive a balance due notice? Not sure what to do next? Let Strategic Tax Planning handle your tax burdens with expertise and care.

Unlock Your Tax Savings with the FICA Tip Credit

Are you a food or beverage business owner looking to boost your bottom line? The FICA Tip Credit could be your secret weapon to significant tax savings.

April 23, 2024

What is Happening with the Corporate Transparency Act?

The NSBA and others are challenging the constitutionality of the Corporate Transparency Act. What does this mean for a business's reporting requirements?

March 6, 2024

The Corporate Transparency Act Webinar

Join Erin Savery, CPA, MST, for a recorded webinar on this new compliance requirement for more than 30+ million businesses in the US. During the event, Erin will break down the key insights and implications of the CTA.

March 12, 2024

Analyzing the Potential Impact of the "Tax Relief for American Families and Workers Act of 2024"

Substantial tax relief and incentives for American families and workers is on the horizon depending on Senate outcome.

March 11, 2024

Optimizing the Employee Retention Credit Refund Process Amid IRS Delays

Are you experiencing delays with your ERC claim? Find solutions to help expedite your claim!

March 14, 2024

An Inside Look on BOI Reporting

If you own a business or plan on starting one, learn about the new reporting requirements that are apart of the Corporate Transparency Act (CTA)

November 20, 2023

The Corporate Transparency Act

Make sure your business is compliant with the CTA and the new reporting requirements for beneficial owners.

January 30, 2023

Employee Retention Credit: Understanding the Small or Large Employer Distinction

Small employers are allowed the ERC on wages paid to employees whether they worked or not. On the other hand, large employers are limited to wages paid to employees for not providing services.

March 10, 2022

Money On The Table—Qualifying for the Employee Retention Credit for Past Quarters

The Employee Retention Credit (ERC) is still available for many businesses and it can provide much needed cash or reduction in payroll taxes. Learn more about how the program works here.

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The Power of Professional Insights

Our resources provide you with valuable information compiled by our team of CPAs and other tax professionals. These insights can help you navigate the complexities of the ERC while maximizing your savings.

Industry-Specific Guidance

Each industry experienced its own hardships, so we provide tailored solutions advice that is relevant to your business.

Actionable Strategies

Our resources provide you with tools to optimize your tax planning strategies for financial success.

Well-Researched Insights

As tax professionals, our team conducts extensive research for each case to ensure our guidance is up to date which the rapidly changing ERC legislation.

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