最大化退休供款和储蓄
因为将收入推迟到另一年不再是一种选择, 退休供款是减少调整后总收入的好方法(AGI). 一些选择包括个人退休账户和退休储蓄来降低税收. 概述了最大限度地提高退休储蓄的选择.
News
2019 Phoenix Fit Company Challenge
祝贺WP+D成为2019凤凰健身公司挑战赛的冠军.
Revenue Recognition Standards – ASC 606
ASC 606于2018年对上市公司和2019年对民营公司生效. 此前，报告标准因行业而异. 现在，在ASC 606下，该标准是行业中性的，使其更加透明.
GILTI Regulations
新的最终和提议的法规将影响美国.S. 有资格获得全球无形低税收入(GILTI)的股东. These regulations will cause companies to reassess the relationship between their GILTI income and Part F income.
亚利桑那州技术委员会州长庆祝创新奖
As a partner sponsor, Wallace Plese + Dreher exhibited at the 亚利桑那州技术委员会州长庆祝创新奖 on October 24, 2019.
Employee Bowling Party
公司在斯科茨代尔的鲍尔莫尔举办了一场保龄球派对. 员工们享受着饮料、食物和无限的保龄球. 图为:苏珊娜·LaCross、安基塔·特里维迪、安吉·拉尔森和斯蒂芬妮·金.
支持亚利桑那州国际商业界
作为公司税务部门的主管和国际团队的领导, Steve Rodis serves on multiple international boards such as the Phoenix Committee on Foreign Relations (PCFR).
Estate Planning for Those Under 40
你再年轻也不应该开始规划你的遗产. 此外，你不应该把遗产规划推迟到你准备退休的时候. 你越早开始，如果意外发生，你的家庭就会越好. 了解为什么做遗产规划永远都不嫌年轻.
How to Avoid Probate
亲密家庭成员的死亡是一种痛苦的经历. 随之而来的法律和会计必需品，尤其是遗嘱认证，会使情况变得更糟. 避免遗嘱认证的一些基本技巧是什么?
Sales Tax in the Post-Wayfair World
最高法院在南达科他州诉. 如果您的业务在两个或更多的税务辖区运作，Wayfair适用于您. 学习征收和报告销售税的基本知识.
Wallace Plese + Dreher宣布新合作伙伴
Wallace Plese + Dreher命名为Leslie Prichard, CPA and Allison Lynn Dozbaba, CPA as partners, 使事务所合伙人总数达到15人. 2016年，Leslie加入公司担任审计经理，Allison加入公司担任税务经理. 2017年，两人都被提拔为高级经理.
Tax Planning and Good Financial Health
Good tax planning is a year-round activity requiring collaboration with your accountant to evaluate current circumstances and discuss any changes that may impact minimizing taxes. Circumstances change. Even if you used the standard deduction in the past, it may no longer be the right option for you.
Future Impact of New Tax Law
新税法的大部分修改将于2025年底到期. With the right strategies and planning, 企业主可以最大限度地利用新税法提供的机会.
New Leasing Standards | Private Companies
As of January 1, 2020, all leases, including short-term leases, 必须记录在公司的资产负债表上吗. 新的财务会计准则委员会(FASB)标准对你的企业意味着什么?
Taxes and Finances | Car Leasing
除了房子，汽车通常是你最大的购买. 许多车主没有考虑到经济上的影响. 购买和租赁汽车的好处和坏处是什么?
Sara B. 南希，注册会计师——2019年亚利桑那州最具影响力的女性
Congratulations to Sara Nance on her recognition as one of the Most Influential Women in Arizona 2019. Chosen from more than 2,000 women, Sara and 49 other talented women were selected for impacting their organizations and business community.
IRS Issues Draft of New W-4
美国国税局公布了修订后的表格W-4(雇员扣缴津贴证书)的草稿. 该机构强调这只是一个初步版本, and until further notice, everyone should use the current version. However, human resources departments and payroll managers should become familiar with it now since the final version will be similar.
税收和遗产规划混合家庭|二次婚姻
混合型家庭可能会产生复杂的税收和遗产规划问题. 更多的孩子生活在混合家庭, 父母需要为短期和长期的税务和遗产问题做好准备. According to a Marketwatch survey, 大约63%的女性再婚, 当涉及到纳税义务时，哪些因素会造成财务上的复杂性. 一对夫妇面临的一个挑战是，就第一胎和第二胎子女的遗产继承问题达成一致.
Wallace, Plese + Dreher宣布晋升
Wallace, Plese + Dreher (WP+D)恭喜ku游娱乐app的专业人士获得了当之无愧的晋升. Our people have diverse backgrounds, speak a variety of languages, 并拥有广泛的技术技能. Promotions reflect our workplace culture that encourages continuous learning and career development.
Status | Arizona Tax Conformity
As of May 6, 2019, the Arizona Legislature continues working towards a State budget with ongoing discussions regarding various budget proposals. Recent comments from the Legislature addressed the question of Arizona’s conformity with federal tax law. 虽然是否一致还有待确定，但亚利桑那似乎会一致.
Marriage Penalty | Tax Cuts and Jobs Act
The marriage penalty refers to two people that may pay more in taxes as a married couple than they would filing two single returns. Does this penalty really exist? 看看减税和就业法案(TCJA)是如何影响夫妻和税收的.
Arizona Socially Responsible Investing
在投资的时候，除了产生回报，你还关心其他事情吗? 许多亚利桑那州的投资者希望他们的钱能够增长，同时ku游娱乐app注册世界. 社会责任投资(SRI)致力于环境的可持续性, alternative energy, and clean technology. 你如何用你的投资来ku游娱乐app注册世界?
Managing Your Company’s Cash Flow
没有一个企业主会反驳“现金为王”这句话背后的真相.“现金是任何行业的根本驱动力. Ironically, many owners and managers fail to incorporate that essential fact into their management philosophy.
Arizona Tax Deadline April 15, 2019
亚利桑那州税务局(ADOR)提醒人们4月15日, 2019年是申报个人所得税的最后期限. ADOR recommends electronic filing since it is more secure, efficient, and faster than paper returns. With e-filed returns, 目前平均退款处理时间为6天，而纸质退回则为12天.
Worried About Serving as a Trustee?
你是否被指定为某人信托的受托人或继承受托人? 你知道作为受托人你的责任吗? Initially, you act only when the person, called the grantor, 无法管理自己的财务.
会计和审计员是未来薪水最高的工作
According to the Bureau of Labor Statistics, 到2026年，会计师和审计师的就业预计将增长10%, faster than average for all occupations. 到2026年，会计师和审计师也是薪酬第五高的职业.
Beware of Ghost Tax Return Preparers
The Arizona Department of Revenue (ADOR) advises taxpayers they should avoid “ghost” tax return preparers. 请代笔准备人员准备纳税申报单, 但没有签署或包含必要的信息. ADOR warns taxpayers to be aware they may be a part of a scam if a preparer will not place their name on the tax return.
亚利桑那州会计支持卫生保健和医疗实践
会计不是你在医学院培养出来的技能. 当涉及到了解你的医疗实践的会计和金融需求, 您需要适当级别的会计支持.
2019 Annual Spelling Bee
Wallace Plese + Dreher conducted its second annual Spelling Bee contests in Scottsdale and Chandler. 员工们暂时放下数字，来展示他们的词汇技能.
Understanding Revenue Recognition
If you enter into contracts with customers to transfer goods or services either domestically or internationally, the Financial Accounting Standards Board (FASB) has provided clarification about revenue recognition.
REAL ID Act | Arizona
由各州颁发的驾照实际上就是国民身份证. 然而，联邦政府现在已经制定了更高的安全标准. On October 1, 2020, standard Arizona driver’s licenses will not be accepted at airports and federal-building security checkpoints. Why? This is when the REAL ID Act takes effect and your driver’s license will no longer serve as a comprehensive ID.
Overtime Rule Revisited by DOL
On March 7, 2019, the Department of Labor (DOL) released a proposed rule that would raise the salary-level threshold from $23,600 to $35,308 for white-collar exemptions. 这意味着，收入低于这一门槛的绝大多数员工将获得加班费. The change would impact approximately 1 million workers and companies would need to classify them as nonexempt and pay overtime, 除非给他们加薪，让他们超过门槛.
申请AZ税收抵免|公立学校| QCOs | QFCOs
The Arizona Department of Revenue (ADOR) reminds taxpayers there is a new process for claiming credits for public schools, qualified charitable organizations (QCOs), 以及合格的寄养机构(QFCOs).
Guidance on Sec. 199A Deductions
新增合格业务收入(QBI)扣除, 由2017年的税收改革法案，即减税和就业法案(TCJA)创建。, allows many statutory employees, owners of sole proprietorships, partnerships, S corporations, trusts, 或从其符合条件的营业收入中扣除20%. Eligible taxpayers can also deduct up to 20 percent of their qualified real estate investment trust (REIT) dividends and publicly-traded partnership income.
虚报税收减免和美国国税局赌博
虚假减税的后果是严重的，你是在和美国国税局赌博. Benjamin Franklin said, “In this world, nothing can be said to be certain, except death and taxes.” With that in mind, it is best to be prepared, at least financially, for taxes and tax season each year.
New Partner Announcement | Christopher T. Coots, CPA, PFS™, J.D.
Effective January 1, 2019, Christopher T. Coots, CPA, PFS™, J.D. was promoted to Partner, Scottsdale, AZ, 使Wallace Plese + Dreher (WP+D)的合伙人总数达到13人.
拥有超过20年的专业会计经验, 克里斯为个人提供全面的税务筹划和ku游娱乐appku游娱乐app, partnerships, corporations, estates and trusts. 他ku游娱乐app于多个行业的客户, including technology, health care, manufacturing, and real estate. 与私营企业及其所有者合作, 他制定税收计划，最大限度地提高现金流和减少税收负债. His hands-on collaborative approach effectively and efficiently guides clients on diverse business matters.
2018年医疗和牙科费用|扣除|亚利桑那州
扣除医疗和牙科费用是复杂的. Your deductions must exceed 7.你调整后的总收入的5%，需要归入国税局批准的类别. Deductible medical expenses may include, but are not limited to, doctors, dentists, surgeons, chiropractors, insulin, prescription medications, acupuncture, 运送到合格的医疗机构.
2018办公隔间装饰大赛
During the week of December 19, 2018, WP+D举办了第一次年度圣诞节和季节性办公隔间和办公室装饰比赛. All employees were invited to tastefully create and display a theme of their choice in our Chandler and Scottsdale offices.
退休计划|储蓄规则|斯科茨代尔|钱德勒|亚利桑那州
Tax-saving opportunities continue for retirement planning due to availability of traditional and Roth IRAs and other retirement savings incentives. 机会包括传统的ira、滚动和转换.
2018 Arizona Tax Credits
Arizona provides two separate nonrefundable tax credits for individuals who make contributions to charitable organizations: Qualifying Charitable Organizations (QCO) and Qualifying Foster Care Charitable Organizations (QFCO). Individuals making cash donations to these charities may claim donations as tax credits up to the allowable amount on their Arizona individual tax returns. 以下是2018年亚利桑那州税收抵免的摘要.
Have You Outgrown Your Accounting Firm?
Collaboration with your Arizona accounting firm should be part of your process when making business decisions. You should feel your accounting firm listens and helps you make strategic moves to grow your company. 你的公司应该有扩展业务的洞察力和避免障碍的指导. 只有有指导其他成长型公司经验的会计师事务所才能ku游娱乐app注册你的公司.
退休计划|农业|农业|亚利桑那州
您在管理和经营农业方面投入了大量的时间. 当你不想再经营你的企业或达到退休阶段时，你准备好了吗?
ACA购买力门槛将在2019年提高
One main requirement of the Affordable Care Act’s employer mandate is that health coverage must be affordable, based on annual standards set by the IRS. 本文讨论了2019年的增长百分比.
IRS Clarification on State and Local Taxes
In wake of tax reform, 国税局发布了澄清声明，允许一些企业主绕过新的10美元,国家和地方税收减免的上限. Now, business owners may want to consider claiming deductions for charitable contributions as ordinary, deductible business expenses.
GoFundMe | IRS Rules
GoFundMe is an online platform that anyone can create to raise money for a family member’s cancer treatments, college tuition, new church building, or other cause. 任何进行捐赠的人都可以获得一张看上去正式的收据，用于纳税. 这些捐款是否合资格扣除慈善捐款?
Surviving a Tax Audit
A tax audit is the fear of every taxpayer and subject of comedians, TV shows, and social media posts. 如果你准备充分，你就可以让面试顺利进行，增加取得好结果的几率.
商业新闻|准备迎接新的会计挑战
进入2019年，每个企业领袖都需要注意哪些会计问题? A big change in lease accounting, due in January 2019, 会影响亚利桑那的所有公共和私人公司吗. See more from Randy G. Brammer，注册会计师，CCIFP，审计合伙人，Michelle L. 弗林，注册会计师，税务合伙人，在《ku游娱乐app注册》中有描述.
House in a Trust | Pros | Cons
信托可以解决很多遗产规划问题，你甚至可以把你的住所放在一个信托中. 这种强大的遗产规划技术有许多优点, but you need to know the details.
Future of Bitcoin?
数字货币比特币经常出现在新闻中. 这种有争议的金融产品是什么?它是如何运作的? Is it something you should invest in? 比特币是一种去中心化的数字货币，被称为加密货币. Essentially, 它是一种仅以计算机代码形式存在的货币，不受任何央行的监管. 美国国税局认为比特币是真实存在的，而且需要纳税.
支持ku游娱乐app的社区和亚利桑那军队
Wallace, Plese + Dreher (WP+D) believes in supporting our military and recognizes their sacrifices in protecting and defending the U.S. As one of the Firm’s community projects, ku游娱乐app组织了一次为军事援助团(MAM)收集学习用品的运动。. With increased Arizona deployments, 当家庭成员被部署时，军人儿童面临许多挑战和调整.