Here Are Your Articles for Tuesday, October 08, 2019
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  • Cost Segregation: A Tax-Saving Strategy

    Cost segregation studies can be an important tax-saving tool — if you make the most out of depreciation rules. But it's a complicated process. Click through to learn about cost segregation, and how it can work for you.

    Saved on 07-03-2020 - Remove
  • Tax Deductions: What's New?

    Tax law changes in the Tax Cuts and Jobs Act affect itemized deductions because the standard deduction was nearly doubled for most taxpayers. Click through to see if you should consider itemizing anyway.

    Saved on 03-15-2020 - Remove
  • Wishing You A Wonderful Thanksgiving Holiday

    Wishing you the happiness of good friends, the joy of family and the abundance of the holiday season. Click for a special Thanksgiving greeting. .

    Saved on 07-04-2020 - Remove
  • Can You Take Advantage of the Research and Development Tax Credit?

    You don’t have to wear a while lab coat to claim the federal research and development tax credit if you meet the four criteria outlined in Internal Revenue Code Section 41 and its regulations. Click through to learn why failing to explore this credit may be leaving money on the table.

    Saved on 07-01-2020 - Remove
  • IRS Issues Draft of New Form W-4

    The new Form W-4 is very different from the current one, but it isn't final yet. More changes may come before the final version is rolled out later this year. Click through for an overview of what employers and employees will likely face in the future.

    Saved on 07-17-2020 - Remove
  • Can You Make Direct Deposit Mandatory?

    Direct deposit makes payroll processing so much easier, and the vast majority of employees find it convenient -- which is why you may wish to require it. Click through to see whether you’re allowed to mandate direct deposit.

    Saved on 08-16-2020 - Remove
  • Simple Steps to Obtaining a Financial Planner

    Many people don't know exactly what a financial planner does, or how to find one. And that's a shame, because a good planner is helpful for those at all income levels. Click through to get started on financial planning.

    Saved on 08-13-2020 - Remove
  • Behavioral Red Flags for Internal Fraud

    It can be difficult to identify whether there is fraud at your company. An audit can help, but other signs may reveal that something is wrong. Click through for a review of the various clues that may indicate a problem.

    Saved on 08-13-2020 - Remove
  • What's New With the Kiddie Tax?

    So many tax provisions changed with the Tax Cuts and Jobs Act, passed at the end of 2017. The so-called kiddie tax changed as well. Click through for an examination of this complex provision and how it might affect you.

    Saved on 08-13-2020 - Remove
  • Is This Your Situation: Worried That It's Too Early for Tax Planning

    Good tax planning is a year-round activity that requires knowing your options and keeping good records. Circumstances change. Even if you have used the standard deduction for the past several years, click through to learn why that may no longer be the right option for you.

    Saved on 07-05-2020 - Remove
  • The Final Responsibility: Being an Executor

    It's one of the most important tasks you can carry out for a friend or family member: carry out their last wishes after they're gone. But you don't have to do it alone. Click through for a review of what you need to do as an executor.

    Saved on 07-05-2020 - Remove
  • The Next Generation of Leaders Is Quiet but Impactful: Gen X

    We hear a lot about how different generations work, but what's the real story? Can you separate facts from rumors? Click through for a quick review of Generation X and how this generation of workers might fit into your company.

    Saved on 07-05-2020 - Remove
  • Coulter & Justus Honored as Best Accounting Firms to Work for

    Coulter & Justus, P.C. was recently named as one of the 2019 Accounting Today’s Best Accounting Firms to Work for. Click PHOTO to read more.

    Saved on 07-05-2020 - Remove
  • Updates from the Paycheck Protection Program Flexibility Act

    Although the Payroll Protection Program is popular, small business owners had been complaining that some rules made the program difficult to use. Click through to learn about recent legislative changes that have made the PPP more flexible.

    Saved on 08-13-2020 - Remove
  • Handling a 'Wrong Information' Form From the IRS

    Have you ever received a CP2000 notice? It's an alert from the IRS that data received from banks, employers or other third parties doesn't match your tax return. Click through to find out how to handle this notice.

    Saved on 07-02-2020 - Remove
  • Bonus Calculations and FLSA Rules

    Bonuses can be a great way to reward top employees. However, businesses need to know that there are different kinds, with key distinctions managers should be well-versed in. Click through to make sure you don't violate FLSA rules.

    Saved on 07-02-2020 - Remove
  • Do You Need Business Interruption Insurance?

    Many businesses don't even know about it, but it can be essential to your long-term plans. Are you covered if your business can't continue for a substantial period of time? Click through for the reasons to consider business interruption insurance.

    Saved on 08-14-2020 - Remove
  • Understanding Sales Tax in the Post-Wayfair World

    If your business operates in two or more taxing jurisdictions, the Supreme Court’s decision in South Dakota v. Wayfair applies to you. Click through to learn the basics of collecting and reporting sales tax today.

    Saved on 03-16-2020 - Remove
  • Getting Ready for Tax Time

    The more preparation you do in advance as April 15 approaches, the easier it will be when you meet with your tax preparer. Click through for a quick guide to getting organized for tax season, including some tips on what's new.

    Saved on 03-14-2020 - Remove
  • How You Can Use a Deferred Annuity

    It's a time-tested tool for retirement planning, but it's not for everyone. The key is knowing how a deferred annuity works, and whether it's right for you. Click through for an overview, and the inside scoop on how to choose.

    Saved on 03-18-2020 - Remove
  • Give Your Taxes Your Attention 365 Days a Year

    Giving your taxes your full attention just once a year isn’t the best business strategy -- especially with so many changes in the past year. Click through to learn the best ways to evaluate the impact of taxes throughout the year.

    Saved on 08-14-2020 - Remove
  • Office Space for Lease

    Coulter & Justus has a beautiful three story office building off Pellissippi Parkway in West Knoxville. We occupy the second and third floors and lease the first-floor space which will become available on November 1st. We are looking for another great tenant and would enjoy a client or friend of the firm.  Please click the photo of the building for more details on the space or contact Margie Van Doren at 865-637-4161 for more information.

    Saved on 03-14-2020 - Remove
  • What To Know About the Qualified Business Income Deduction

    It's a much-talked-about and misunderstood provision of the tax reform law passed in 2017, and business owners are still grappling with it. Click through to make sure you understand this beneficial but complex tax provision.

    Saved on 07-19-2020 - Remove
  • Qualities That Make Good Leaders

    Leaders can make the difference between success and failure at a company. Have you shown leadership? Have you hired good leaders? Click through to understand how a strong vision can help you lead.

    Saved on 03-19-2020 - Remove
  • Which Employees Are Exempt From Tax Withholding?

    Most employees are subject to tax withholding. Those exempt from withholding are in the minority -- but you should still know who they are. Click through for a list of employees who are excluded from tax withholding -- and why.

    Saved on 07-08-2020 - Remove
  • IRAs to Charity: A Useful Estate Planning Technique

    The basic goal of an IRA is to give you money to live on in your retirement years. But it can complicate your estate plan if you leave IRA funds for your family to inherit. Click through to learn about the advantages of leaving your IRA to charity instead.

    Saved on 03-23-2020 - Remove
  • What Is the Marriage Penalty?

    The marriage penalty refers to fact that two people may pay more in taxes as a married couple than they would have as two single filers. Does this penalty really exist? Click through for details on how the Tax Cuts and Jobs Act affects couples and taxes.

    Saved on 08-21-2020 - Remove
  • Taking Over the Finances of an Elderly Person

    Physical health isn't the only thing at risk of deteriorating as we age: Mental health may decline as well, and along with it, the ability to manage money. Click through for tips on how to manage finances to protect your elderly loved one from missteps.

    Saved on 03-22-2020 - Remove
  • 9 Steps to Develop a Business Succession Plan

    A business succession plan is a road map for the company's future. Developing this plan can be a complex process, but it doesn't have to be overwhelming. Click through for 9 steps that can help you determine your company's future.

    Saved on 03-21-2020 - Remove
  • Understanding Pre-Tax and After-Tax 401(k) Plans

    A recent study showed that when 401(k) plans are offered, about 90 percent of all employees who have the option to contribute do so. There is, however, an important difference between pre-tax and after-tax contributions. Click through to learn about this key distinction.

    Saved on 03-21-2020 - Remove
  • How to Avoid the Top Estate Planning Errors

    Estate planning can get very complicated, and by the time you realize you've made a mistake, it's usually too late to correct it. Click through for the most common pitfalls, so you can make sure you avoid them.

    Saved on 03-22-2020 - Remove
  • DOL Revisits Overtime Rule in Proposal

    A new rule will likely make about 1 million additional workers eligible for overtime by raising the threshold to over $35,000 from the current $23,660. Click through for the details on this proposed change.

    Saved on 07-20-2020 - Remove
  • Wishing You Happy Holidays and a Season Filled with Peace and Joy

    Wishing you a season of peace and joy! May you enjoy warm memories with loved ones, and may the spirit of the holiday season fill your hearts. Click through for a special greeting.

    Saved on 03-21-2020 - Remove
  • Socially Responsible Investing: The Wave of the Future?

    When it comes to investing, should you care about anything beyond the returns generated? Many investors believe that their money should not only grow, but do good in the world. Click through for an introduction to SRI.

    Saved on 08-21-2020 - Remove
  • Backup Withholding: Know the Story

    You may find that money you're owed is subject to substantial withholding if certain numbers aren't provided in a timely fashion. Click through to learn how to avoid this or get out of it if it's already happened.

    Saved on 07-19-2020 - Remove
  • Freelancing? Know the Tax Rules

    Many people make their living in the gig economy, getting most or all of their income from freelance assignments. Click through for an introduction to the tax provisions that apply to these independent workers.

    Saved on 08-27-2020 - Remove
  • New Leasing Standards Arrive for Private Companies

    As of January 1, 2020, all leases, including short-term leases, must be recorded on your company's balance sheet. What does the new Financial Accounting Standards Board standard mean for your business? Click through for an introduction to this complex new series of rules.

    Saved on 03-26-2020 - Remove
  • Cybersecurity and the Importance of Data Privacy

    Ensuring that your business is in compliance with applicable laws and monitoring your data are equally important, but both tasks may be more difficult than they sound. Click through for tips on starting a sound cybersecurity program.

    Saved on 08-28-2020 - Remove
  • Can You Still Deduct Meal Expenses?

    Tax reform passed at the end of 2017 made some important changes regarding the deductibility of meals. Some time-honored deductions are gone. Click through to see what's changed and what hasn't.

    Saved on 08-28-2020 - Remove
  • Trusts: What You Need to Know

    A trust lets you distribute your assets to others, while minimizing estate, income and gift taxes. Trusts have scores of uses for a variety of families. Click through for a basic primer on this essential component of estate planning.

    Saved on 08-28-2020 - Remove
  • 8 Ways to Take Charge of Your Personal Finances

    Are you thrown into a panic with thoughts of student loans or other debt? Are you worried about your long-term finances? Click through to see how to take charge of your money and plan for a secure financial future.

    Saved on 08-28-2020 - Remove
  • Is This the Right Time to Change Your Company‚Äôs Accounting Method?

    Some companies are required to use financial accounting instead of tax accounting. The Tax Cuts and Jobs Act of 2018 changed these rules. Now more companies can choose for themselves. Click here to learn the distinctions.

    Saved on 08-28-2020 - Remove
  • 5 Tech Trends for the Next Decade

    The past decade saw major advances in the use of technology, and the 2020s are likely to see even more. Click through to read about leading trends that are poised to have a significant impact on businesses.

    Saved on 09-06-2020 - Remove
  • How Long Since You've Reviewed Your Estate Plan?

    An estate plan is not a one-time event. It's a living series of documents you must continue to address throughout your life. Click through for some guidance on what events may trigger a need for a change.

    Saved on 03-29-2020 - Remove
  • Realize Tax Saving from Contributions to Charitable Organizations

    Appreciated stock can seem like a problem, particularly when the sale can trigger capital gains taxes. But you can avoid these taxes and do good at the same time. Click through for a discussion of the advantages of donating appreciated stock.

    Saved on 07-16-2020 - Remove
  • Coulter & Justus Announces 2020 Promotions

    We are excited to recognize the following group of outstanding people who not only enjoy working together but also take great care of our clients. We are fortunate to have each of them as part of our team. Click the image to see promotions.

    Saved on 04-04-2020 - Remove
  • IRS Clarifies Deductible Expenses

    The Internal Revenue Service has updated the rules to reflect changes resulting from the Tax Cuts and Jobs Act. Click through to zero in on changes involving deductible expenses, to make sure you're in compliance.

    Saved on 07-23-2020 - Remove
  • Understanding Revenue Recognition

    If you enter into contracts with customers to transfer goods or services either domestically or internationally, you’ll be interested in clarifications from the Financial Accounting Standards Board. Click through for these essential financial accounting updates.

    Saved on 07-23-2020 - Remove
  • Can You Challenge Your Property Taxes?

    From coast to coast, it can be one of the most contentious local issues: your property tax bill. Often, homeowners believe it's etched in stone, but you may have some recourse. Click through for some help in challenging your property tax bill.

    Saved on 09-16-2020 - Remove
  • COVID-19 and Workers' Compensation

    It seems that the current pandemic is affecting every aspect of business and finance — and the workers' comp system is no exception. Click through for a brief review of the complex interplay between workers' comp and new regulations.

    Saved on 09-12-2020 - Remove
  • IRS Announces Inflation-Adjusted HSA Numbers for 2021

    The IRS is making modest inflation-adjusted changes to Health Savings Accounts for calendar year 2021. Click through for the full details on the changes, and a brief review of HSA provisions.

    Saved on 09-12-2020 - Remove
  • Do You Need a Will and a Trust?

    Estate planning can be complicated. It starts, however, with one basic question: Do you need a will and a trust? Click through to read more about these two estate planning tools and how they can help you.

    Saved on 09-12-2020 - Remove
  • New OSHA Guidance on Tracking COVID-19 at Work

    Did your employees who have COVID-19 contract it at work? The question is not academic — it has serious legal implications. Click through to check OSHA's new guidance for uncovering the infection sources.

    Saved on 09-12-2020 - Remove
  • IRS Offers Identity Protection PIN

    The IRS is gradually rolling out a new identity protection program that prevents anyone who has stolen your Social Security number from using it to file a fraudulent return. Click through to learn how it works and whether you're eligible.

    Saved on 04-06-2020 - Remove
  • New W-4 Requirements Effective for 2020

    The IRS has issued a new version of Form  W-4 to align employee withholding with the Federal Tax Cuts & Jobs Act of 2018. 

    Saved on 07-27-2020 - Remove
  • The CARES Act: Retirement Provisions

    Recent government aid in the face of the pandemic extends beyond tax breaks. Congress also included provisions for various aspects of retirement plans. Click through to learn how these provisions can help you.

    Saved on 09-23-2020 - Remove
  • Pandemic Planning: Supply Chain and Cash Flow

    It may be years before we realize the extent of the business changes wrought by COVID-19 and the associated market crises. But it's not too early to figure out how to manage them. Click through for key crisis-management strategies.

    Saved on 07-31-2020 - Remove
  • 3 Tips for Supporting Your Remote Team's Mental Health

    Maybe you're up to speed on getting your team set up with a remote working system on short notice. But beyond technology, how is everyone doing? Click through for some insights and advice on everyone's mental health.

    Saved on 08-01-2020 - Remove
  • Remote Work: FLSA Wage and Hour Implications

    Despite offering great flexibility to employees, remote work poses a number of wage-and-hour challenges for employers. Click through for federal wage-and-hour rules pertaining to remote workers to make sure you stay in compliance.

    Saved on 08-01-2020 - Remove
  • Leave Rules on Caring for a Spouse, Child or Parent

    Employee leave comes in many forms, including family leave to care for a sick spouse, child or parent. With the pandemic, the need for family leave is more urgent than ever. Click through for a discussion of the rules.

    Saved on 08-01-2020 - Remove
Coulter & Justus, P.C.
Coulter & Justus, PC
(865) 637-4161
9717 Cogdill Rd, Suite 201
Knoxville, TN 37932
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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