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.
Help For Growing Your Business
Explore our curated list of downloadable PDFs and other tools for more tax planning insights.
February 14, 2025
Taxes for U.S. Citizens Living Abroad: 2025 Guide
This guide provides a comprehensive overview of U.S. tax obligations for citizens living abroad, including filing requirements, deductions, credits, and reporting obligations to help expats stay compliant and avoid penalties.
February 12, 2025
Taxpayer Assistance and Service (TAS) Act Draft Bill: What You Need to Know
The proposed Taxpayer Assistance and Service (TAS) Act aims to overhaul IRS procedures and strengthen oversight of tax professionals, potentially impacting both taxpayers and preparers.
February 6, 2025
R&D Tax Credit - No Lab Coats Required
The R&D tax credit offers significant tax savings to businesses investing in research and development, even beyond traditional lab settings.
January 27, 2025
Corporate Transparency Act – Legal Challenges and Compliance
The Corporate Transparency Act (CTA) is facing legal challenges, creating uncertainty for businesses regarding beneficial ownership information reporting compliance.
January 23, 2025
Visa/Mastercard Settlement: Final Opportunity for Merchants
The deadline to file a claim for compensation from the Visa/Mastercard settlement is February 4, 2025. Merchants who accepted Visa or Mastercard credit or debit cards between January 1, 2004, and January 25, 2019, should act now to ensure their claim is submitted before the deadline.
January 21, 2025
Billy Long Nominated as IRS Commissioner: What This Means for ERC and Tax Enforcement
Get critical updates on ERC claims, IRS audits, and potential policy changes under new leadership, guiding businesses on compliance and next steps.
December 18, 2024
Navigating Potential Changes Under the Donald Trump Administration
Stay ahead of potential tax law changes in 2025 with expert insights on TCJA extensions, deductions, and credits.
December 11, 2024
FBAR Filing Relief and Corporate Transparency Act Update
FinCEN announces FBAR filing relief for disaster and terrorist attack victims, while a court ruling temporarily stays BOI reporting under the Corporate Transparency Act.
November 12, 2024
Unlock Cash Flow Potential with These 3 Balance Sheet Strategies
Optimize your balance sheet by ensuring accuracy, managing working capital effectively, and monitoring owner's equity to unlock significant cash flow potential and improve your business's financial health.
November 4, 2024
Navigating International Tax Compliance: What You Need to Know
Navigate the complexities of international tax law and optimize your global tax strategy with expert guidance on compliance and reporting requirements.
October 31, 2024
Latest IRS Updates on Employee Retention Credit: What Businesses Need to Know
The IRS is increasing scrutiny of Employee Retention Credit claims, prompting businesses to review their eligibility and consider voluntary disclosure options to ensure compliance.
October 9, 2024
Federal Rate Cuts: What the Recent Half-Point Reduction Means for Your Business’s Finances and Tax Strategy
The Federal Reserve's recent interest rate cut presents businesses with opportunities to secure cheaper financing and improve cash flow, but also necessitates careful tax planning due to potential decreases in interest expense deductions.
October 7, 2024
Corporate Transparency Act: Countdown to Compliance with Less Than 85 Days
Businesses must comply with the Corporate Transparency Act by January 1, 2025, and report beneficial ownership information to FinCEN despite ongoing legal challenges, or face significant penalties.
October 3, 2024
ERC Claims Processing Resumes Amid Disallowance Notices: What Your Business Should Know
The IRS has resumed processing Employee Retention Credit (ERC) claims, providing relief to businesses but also increasing scrutiny and potential disallowances, requiring careful review and possible appeals with expert assistance.
July 31, 2024
Visa/Mastercard Settlement: What You Need to Know
The Visa/Mastercard settlement provides eligible merchants who accepted credit or debit cards between 2004-2019 an opportunity to claim compensation for improper fees.
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.
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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.
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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.
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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.
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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!
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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)
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November 20, 2023
The Corporate Transparency Act
Make sure your business is compliant with the CTA and the new reporting requirements for beneficial owners.
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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.
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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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