Hello Katz - Here Are Your Articles for Thursday, March 09, 2017
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Saved Articles

  • Is This Your Situation: Do You Have an Exit Plan for Your Tech Startup?

    You may not want to think about it now, but what happens when you decide to sell your tech company in the future? Click through to see why it is important to have a plan now rather than waiting until it is too late.

    Saved on 02-25-2020 - Remove
  • How Do You Handle Sales Tax?

    Does your company need to collect sales tax on purchases made in and out of state? If you’re not already familiar with this process, it can seem complicated. Click through to better understand the basics of sales tax for your products.

    Saved on 02-25-2020 - Remove
  • KATZ, NANNIS + SOLOMON, PC takes pleasure in announcing that Bryan Q. McKeon, CPA, MSA has become a partner of the firm.   

    Promotion of Bryan Q. McKeon

    Saved on 02-25-2020 - 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 02-25-2020 - Remove
  • Know How to Handle Canceled Debt

    If your debt is forgiven for less than the full amount you owe, the debt is considered canceled, but you still owe taxes. The IRS wants its cut. Click through for a discussion of how this works and the available exceptions.

    Saved on 02-25-2020 - Remove
  • Is This Your Situation: Do You Have the Financial Experience to Grow?

    A small business is almost always a passion project, but no matter how dedicated you are, you will need some help. Click through to learn how the right accountant can assist you through every step of your firm's future.

    Saved on 02-24-2020 - Remove
  • Padding Your Tax Deductions? The Consequences Are Serious

    It can be a seductive trap: adding an item here or there to reduce your taxes. But even aside from the morality, it's illegal, and the penalties are steep. Click through to learn about the consequences of lying on your return.

    Saved on 02-24-2020 - Remove
  • When Should You Hire a Bookkeeper?

    By Donna Elgart Medoff, CPA, Tax Manager at Katz, Nannis + Solomon, P.C.

    Saved on 02-24-2020 - 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 02-24-2020 - Remove
  • Understanding an IRS Audit

    Sandra Y Caterine, CPA, MST, Tax Principal at Katz, Nannis + Solomon, P.C.

    Saved on 02-23-2020 - Remove
  • Social Security and Pensions: Post-Divorce Divisions

    Dividing assets after a marriage ends is never an easy proposition, and it can be especially difficult when Social Security and pensions are added to the mix. Click through for some insights into dividing these benefits.

    Saved on 02-23-2020 - Remove
  • Should You Establish Payable-on-Death Accounts?

    It's a little-known but very effective technique for leaving your money, and it doesn't require a lot of paperwork. Click through for the inside story on payable-on-death accounts, why they might be right for you, and what the drawbacks are.

    Saved on 02-23-2020 - Remove
  • What do CPAs really do after April 15?

    Yes, there is Life for a CPA after tax season -  by Jeff Solomon

    Saved on 02-23-2020 - Remove
  • New Tax Resources at KN+S

    Two senior level hires expand the KNS tax team

    Saved on 02-23-2020 - Remove
  • Audits, Reviews and Compilations: A Summary

    Timely, accurate and understandable financial statements are necessary to gauge how well your business has performed and to assess the strength of its financial position. Click through for an intro to levels of overview for these statements.

    Saved on 02-23-2020 - Remove
  • 5 Things to Consider About Changing Payday

    Your current pay schedule isn't cutting it anymore, and you're leaning toward changing it. But the FLSA, state rules and other issues can complicate any decision. Click through for five things to consider before you make the switch.

    Saved on 02-23-2020 - Remove
  • What Are de Minimis Rules?

    When someone throws out a Latin term like "de minimis," you probably think it is a pretty complicated subject. Click Full Article below to get a handle on how this important concept affects your business and taxes.

    Saved on 02-23-2020 - Remove
  • Start at the End - Preparing Your Company for a Transaction

    December 1, 7:30 AM at KN+S Offices

    800 South St. Waltham MA

    Saved on 02-23-2020 - Remove
  • Capital Gains, Losses and Sale of Home

    The IRS has issued some important new guidance on capital gains and property basis, especially as the rules apply to homes. There's a chance here to save on taxes. Click through for an intro to this key guidance.

    Saved on 02-23-2020 - Remove
  • Special Video Report: Customer Relationships

    Do you want to have a good relationship with your customers? A few simple tips can mean the difference between "business as usual" and a "you've really wowed us!" Click Full Article below for a video on building great customer relationships.

    Saved on 02-22-2020 - Remove
  • Section 1202 Stock – A Gift from Congress

    Early stage investing tax savings!

    Saved on 02-22-2020 - Remove
  • Special Video Report: Estate Planning Is About Tax Savings and More

    Conventional wisdom holds that estate planning is just about making sure money flows smoothly to the next generation. But there's a lot more to it. Click through for a video that outlines the full range of estate planning.

    Saved on 02-22-2020 - Remove
  • 1031 or a Like-Kind Exchange

    Perhaps you've heard of 1031 exchanges or like-kind exchanges, but you're unsure of the benefits or whether you even qualify. The Internal Revenue Code 1031 is available to those who hold a property that qualifies as productive use in business or investments. If you have a piece of investment property, a 1031 exchange allows you to swap it for a similar property. - by Mark Misselbeck, CPA

    Saved on 02-22-2020 - Remove
  • Key Tax Issues for Small Businesses

    If you're running a small business, it's always tax season! In short, you don't want to scramble before each due date, and you certainly don't want any last-minute surprises. Click through for a primer on your small-business tax responsibilities.

    Saved on 02-22-2020 - Remove
  • Mandatory Retirement: What Are the Rules?

    Do you know everything you should about retirement? Click Full Article below to find out more about forced or mandatory retirement and how it affects employees in your business.

    Saved on 02-21-2020 - Remove
  • Responsibility in a Financial Statement Audit

    A Brief Overview of Financial Statement Audits - by Bryan McKeon, KN+S Audit Department Leader

    Saved on 02-21-2020 - Remove
  • Do You Know How You Stack Up Against Your Competitors?

    Smart companies know that one of the keys to success is making sure you know how you compare with other companies. Fortunately, there is a way to see how you rate. Click through to learn about an easy way to access industry benchmarks.

    Saved on 02-21-2020 - Remove
  • KN+S Request: Please Submit Tax Documents

    Please submit your tax documents so that we may begin to process your return.

    Saved on 02-21-2020 - Remove
  • Local Entertainment And Events Calendar

    You'll always know where the fun's going on with our interactive local events calendar featuring social sharing, images, videos and ticket links. Click through to see what's happening or to add your own local events.

    Saved on 02-21-2020 - Remove
  • Raising Money 2019 - Keys to Success

    Listen to a discussion and take part in a Q&A to discover the best ways to raise your next round in 2019. The event will be held on Wednesday, March 27th in Boston.

    Saved on 02-21-2020 - Remove
  • An Overview of Possible Tax Law Changes

    A discussion of some possible changes under President-elect Trump.  By Mark Misselbeck 

    Saved on 02-20-2020 - Remove
  • All About Key Performance Indicators

    A key performance indicator, or KPI, is a measure of your performance against key business objectives. Used correctly, KPIs can help you manage your business. Click through to learn about the various levels of KPIs.

    Saved on 02-19-2020 - Remove
  • Capitalization and Safe Harbor: Know the Rules

    Deduction issues can get complicated very quickly, and businesses need to understand the subtleties to make sure they're handling purchases correctly. Click through for an introduction to these important rules.

    Saved on 02-19-2020 - Remove
  • Proposed Regulations to Treatment of Certain Related-Party Debt as Stock

    On April 4, 2016, the US Treasury and the IRS published proposed regulations under IRC section 385 that would dramatically change the classification of certain related-party debt to stock (equity)

    Saved on 02-19-2020 - Remove
  • Is This Your Situation: Worried About Passing Value to Your Heirs

    Being an entrepreneur is a complicated process. You don't always have a blueprint to follow for future success. Click through to learn how to set up your business to pass the value on to your successors - By Donna Elgart, KN+S

    Saved on 02-19-2020 - Remove
  • Business Valuations: The IRS Angle

    Valuations can be essential to any business owner, but you have to take into account the government's interest in your company. Click through for some insights into how the IRS determines the value of your business.

    Saved on 02-19-2020 - 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 02-19-2020 - Remove
  • Sales Process Engineering with Derby Management

    On March 31st the Katz Nannis + Solomon Peer to Peer CFO Group hosted Jack Derby of Derby Management

    Saved on 02-19-2020 - Remove
  • How Often Should You Pay Employees?

    One a week? Once a month? You need to decide how often you'll be signing paychecks. Click Full Article below to learn about the rules and best practices for timing paychecks.

    Saved on 02-19-2020 - Remove
  • Massachusetts Joins the Sales Tax Crowd

    Massachusetts joins a growing number of states in requiring online retailers to collect sales taxes from Massachusetts residents - by Jeff Solomon, KN+S

    Saved on 02-19-2020 - Remove
  • Estate Planning: The PBS Way

    Whether it's from public television, your alma mater or a local charity, you may very well receive requests from organizations asking you to remember them in your will. Click through to find out exactly what this means.

    Saved on 02-18-2020 - Remove
  • Do You Need a Spendthrift Trust?

    Experts can help you keep your money safe from creditors, but what about keeping it safe from the heirs themselves? Click through for an introduction to spendthrift trusts, a special estate planning tool for special situations.

    Saved on 02-18-2020 - Remove
  • Virtual Currencies

    By Victoria Christensen, Staff Accountant at Katz, Nannis + Solomon, P.C.

    Saved on 02-18-2020 - 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 02-18-2020 - 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 02-18-2020 - Remove
  • College Savings Deductions for MA residents

    A new tax deduction is available for MA residents for prepaid tuition plans  - by Jeff Solomon

    Saved on 02-18-2020 - Remove
  • Taking Care of Your Heirs

    You've worked hard and saved your money, but that wasn't an end in itself. It was to take care of your loved ones, perhaps even generations not yet born. Click through for some insights into leaving assets for your descendants.

    Saved on 02-17-2020 - Remove
  • How KN+S Gets Through the End of Busy Season: Ice Cream

    KN+S held the annual ice cream sundae party on Monday, April 1st.

    Saved on 02-17-2020 - Remove
  • Paying for Higher Education with a 529 Plan

    An overview of Section 529 Tuition Plans - by Susan Prizant, KN+S Tax Department

    Saved on 02-17-2020 - Remove
  • How to Improve Your Credit Score

    Everyone talks about credit scores, and how they can make a huge difference in your life -- with home purchases, for example. But what really affects the numbers? Click through for some steps to take now to get on the path to a better score.

    Saved on 02-17-2020 - Remove
  • IMPORTANT UPDATE: Massachusetts Paid Family and Medical Leave Act – What you need to know NOW!

    By Scott Simpson, Senior Tax Accountant at Katz, Nannis + Solomon, P.C.

    Saved on 02-16-2020 - Remove
  • Estate Planning Considerations

    An overview of some of the tax issues to consider for estate planning  - by Jeff Solomon

    Saved on 02-16-2020 - Remove
  • Introduction to Sales Tax

    Yolanda Rego, CPA, Tax Supervisor at Katz, Nannis + Solomon, P.C.

    Saved on 02-16-2020 - Remove
  • Special Video Report: Many Ways to Save for Tomorrow

    Whether you're saving for retirement or college education or a home, you have options. And some of them come with great tax breaks. Click through for some insights into a variety of savings vehicles and strategies.

    Saved on 02-16-2020 - Remove
  • What's the Deal With Crowdfunding?

    Crowdfunding is the latest new thing, and it has changed the way that small businesses, artists and entrepreneurs earn the money to start up. Click Full Article below for a quick introduction to this important new development.

    Saved on 02-16-2020 - Remove
  • Adult Children and Filial Responsibility Laws

    In some jurisdictions, special laws may require adult children to contribute to their parents' care if Medicare isn't yet applicable. But federal rules may actual block their enforcement. Click through to learn more about filial responsibility.

    Saved on 02-15-2020 - Remove
  • The Dirty Dozen Tax Scams

    Tax season may be over, but tax scams are with us year-round. The IRS has issued a "Dirty Dozen" list of tax scams that may keep returning. Click through to learn how to recognize these and protect yourself.

    Saved on 02-15-2020 - Remove
  • Mid Year Check-In from Jeff Solomon

    Checking in to see how 2016 is unfolding so far for you

    Saved on 02-15-2020 - Remove
  • Capital Gains and Losses: How Do They Work?

    Realized capital gains and losses occur when an asset is sold, which triggers a taxable event. Those are the basics, but the details can get confusing. Click through for an introduction into what these gains and losses can mean for you.

    Saved on 02-15-2020 - Remove
  • Basics of the Alternative Minimum Tax

    Did you get stuck paying the AMT last year? Are you afraid you're going to get hit with it this year? Click Full Article below to learn the details now so you avoid surprises next tax season.

    Saved on 02-15-2020 - Remove
  • Is Your 401(k) Plan Operating in Compliance with its Plan Document and the Department of Labor

    By Zina Rakita, Senior Accountant at Katz, Nannis + Solomon, P.C.

    Saved on 02-15-2020 - Remove
  • New DOL Rule Means Major Changes in Overtime Policies

    The Department of Labor's new rule affects virtually every company and requires that millions of workers will now be entitled to overtime. Click through for an overview of the new rule and learn how it may affect your business.

    Saved on 02-14-2020 - Remove
  • Depreciation for Small Businesses

    Some thoughts on Section 179 Depreciation - by Gary Weinman

    Saved on 02-14-2020 - Remove
  • Why Compensation Plans Are Your Key to Success

    You create a plan for marketing, a plan for sales, and a plan for technology. Make a plan for employee compensation as well. Click through to learn about this essential but sometimes forgotten business management task.

    Saved on 02-14-2020 - Remove
  • Is This Your Situation: Worried About Passing Value to Your Heirs

    Being an entrepreneur is a complicated process. You don't always have a blueprint to follow for future success. Click through to learn how to set up your business to pass the value on to your successors.

    Saved on 02-14-2020 - Remove
  • What's a GRAT (Grantor Retained Annuity Trust)?

    A Grantor Retained Annuity Trust (GRAT) is an estate planning technique that minimizes the tax liability existing when there are  transfers of estate assets occur. - by Jeff Solomon

    Saved on 02-13-2020 - Remove
  • Due diligence –start NOW if you are even thinking of an exit!

    Proper planning in advance of a transaction will maximize the value

    Saved on 02-13-2020 - Remove
  • Flood Insurance: Who Needs It and How to Get It

    Many homeowners believe that a standard homeowners insurance policy includes coverage against floods, but it's not true. Flood insurance must be purchased separately. Click through to learn how to make sure you're covered.

    Saved on 02-13-2020 - Remove
  • Time to Think About Tax Scams

    Death and taxes are two of life's great certainties, as everyone knows, and along with taxes come tax scams, both new and old, every year. Click through to learn how to make sure you don't become a victim this year.

    Saved on 02-13-2020 - Remove
  • Health Savings Account Limits Change for 2017

    Early this year, the IRS increased the health savings account contribution amount for 2017. And there are other changes as well. Click through to see how these modifications may affect you.

    Saved on 02-13-2020 - Remove
  • Don’t be Stung by the S Corp “Sting Tax”

    By Jeffrey D. Solomon, CPA, CVA

    Saved on 02-13-2020 - Remove
  • Employers: Know Your Tax Forms

    Employers must report their federal employment taxes to the IRS on the appropriate tax forms. It's important to know which forms apply to your business. Click through for a list of required forms.

    Saved on 02-13-2020 - 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 02-13-2020 - Remove
  • Do You Have an Exit Strategy?

    KN+S has a long history of assisting clients with mergers and acquisitions. Here is a list of important points to keep in mind when creating your exit strategy. 

    Saved on 02-13-2020 - 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 02-13-2020 - Remove
  • The ADA: How Does It Affect Your Business?

    The Americans with Disabilities Act is widely discussed and cited, but many employers don't know exactly what their responsibilities are. Click through for an introduction to this important and far-reaching legislation.

    Saved on 02-13-2020 - Remove
  • KN+S Post-April 15th

    By Jeffrey Solomon, CPA, CVA, Managing Shareholder

    Saved on 02-13-2020 - Remove
  • The Top Financial Planning Mistakes

    Stay clear of economic difficulties by avoiding the most common financial mistakes individuals and families tend to make. Click through for an introduction to starting on the right financial path and staying there.

    Saved on 02-13-2020 - Remove
  • IRAs: Know the Basics

    Individual retirement accounts are among the most popular retirement savings vehicles, but many people don't know much about them. Click through for insights into the different kinds of IRAs and how they work.

    Saved on 02-13-2020 - Remove
  • Proper Reporting for QSEHRA Benefits

    If you offer a Qualified Small Employer Health Reimbursement Arrangement (QSEHRA), you must adhere to special reporting rules under IRS guidelines. Click through to see how this benefit should be handled for your employees.

    Saved on 02-13-2020 - Remove
  • Real Estate in Your IRA: A Good Idea?

    Many people want to invest in real estate. Why not do so within your IRA? It's possible, but there are a lot of restrictions. Click through to see how to do it, and decide if it's really worth all the risks.

    Saved on 02-13-2020 - Remove
  • Federal Laws That Prohibit Job Discrimination

    Job discrimination has long been an issue, and the federal government has passed substantial legislation to address it. Are you fully in compliance? Click through for an annotated list of the major rules.

    Saved on 02-13-2020 - Remove
  • S Corporations -- Know the Advantages

    S corporations elect to pass corporate income, losses, deductions and credits through to shareholders for federal tax purposes. Click through to see how S corporations avoid double taxation, and learn whether they're the right format for your company.

    Saved on 02-13-2020 - Remove
  • KN+S Client Highlight: Venture Lane

    Learn more about this unique start-up hub.

    Saved on 02-13-2020 - Remove
  • How to Handle Student Loans

    If you're like the great majority of students (or their parents), you might not have read all the fine print regarding how your student loans are structured or how repayment works. Click through to understand the inner workings of student loans.

    Saved on 02-13-2020 - Remove
  • Know the New Expensing Rules

    Tax reform laws changed various expensing rules, as the IRS explained in guidance updated at the end of 2018. Click through to make sure your business is in sync with the regs, so you're not leaving any money on the table.

    Saved on 02-13-2020 - Remove
  • Estate Planning: Want flexibility? Consider a Donor Advised Fund

    By Carolyn B.R. Decker, CFP®, CPA, PFS, Partner, Lake Street Advisors

    Saved on 02-13-2020 - Remove
  • How to Launch a Business

    Are you planning to start your own business? You probably have a limited budget and need to watch every dime until you start turning a profit. Click through for some tips that can help you reach your goal.

    Saved on 02-13-2020 - Remove
  • Living Wills -- and How to Use Them

    A living will is a legal document -- also called an advance health care directive -- that can make life immeasurably simpler for your loved ones. Click through for details on expressing how you'd like to be cared for if something happens to you.

    Saved on 02-13-2020 - Remove
  • KN+S Waffle Breakfast

    Carolyn Dozois (Tax Manager), Anaiz Camargo (Experienced Staff) and their helper make breakfast for the firm on Saturday, February 16th.

    Saved on 02-13-2020 - Remove
  • Tax Preparation – Individual Tax Returns

    Anaiz Camargo, Jon Pearson, and Stephen Roy, Experienced Staff at Katz, Nannis + Solomon, P.C

    Saved on 02-13-2020 - Remove
  • Artificial Intelligence: Has It Come to Accounting?

    Artificial intelligence has been much in the headlines recently, often in the context of self-driving cars or robots. But will it change accounting and finance? Click through to see how AI is already affecting your life and business.

    Saved on 02-13-2020 - 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 02-13-2020 - Remove
  • Is This Your Situation: Overwhelmed by Manufacturing Tax Credits

    There are many provisions that specifically apply to manufacturing businesses, but information can be complicated and difficult to navigate. Click through to find out what you can do today to get special tax credits and deductions for your operations.

    Saved on 02-13-2020 - Remove
  • A New Source of Funding

    New rules under the JOBS act make it easier to raise capital - by Jeff Solomon

    Saved on 02-13-2020 - Remove
  • Plan This Summer for a Good Tax Season

    Now that the 2015 tax season is out of the way, it's time to start thinking about 2016. December is too late to fix many problems. Click through to learn how planning now could save you next year.

    Saved on 02-13-2020 - Remove
  • How to Manage Capital Gains

    We hear a lot about capital gains, but what does the term really mean? Who has to pay capital gains and under what circumstances? Click Full Article below to better understand capital gains and how they affect you.

    Saved on 02-12-2020 - Remove
  • All About the Earned Income Tax Credit

    The EITC has received a lot of press, but what's it really all about? Click Full Article below to learn who is really eligible, under what circumstances, and whether it's applicable to you as you look forward to next tax season.

    Saved on 02-12-2020 - Remove
  • Great App: Figure Out How You Stand with the Rest of the Pack

    Are you one of the best? Or do you have some catching up to do? Now there's an easy way to compare yourself against competitors and industry benchmarks. Click through to get started in finding out where you stand.

    Saved on 02-11-2020 - Remove
  • Special Video Report: Using Direct Mail

    Direct mail can be one of the most effective marketing tools. However, you have to make sure you're doing it correctly. Click Full Article below for a video on getting the most out of your direct marketing efforts.

    Saved on 02-11-2020 - Remove
  • Research and Development Tax Credits

    Favorable  changes in R&D credits

    Saved on 02-11-2020 - Remove
  • Living Wills: Everybody Should Have One

    It's hard to contemplate, but there may come a time in your life when you can't make decisions for yourself. That's what a living will is for. Click through to find out how these work and why you need one.

    Saved on 02-11-2020 - Remove
  • Is This Your Situation: Needing to Start Year-Round Tax Planning

    You never should wait until April to think about your taxes. Click through to learn all the ways year-round tax planning can save your business a lot of money - by Michael Clements, KN+S Tax Department

    Saved on 02-11-2020 - Remove
  • What's the Deal With Palimony?

    Marital property rights are in a state of transition, not the least because of recent developments regarding the rights of people who are not spouses at all but near-spouses. Click through to be privy to the debate on spousal rights.

    Saved on 02-11-2020 - Remove
  • Review or Audit? That is the Question

    Overview of the differences between an audit and review  - by Kerry Markey

    Saved on 02-11-2020 - Remove
  • Manufacturing Tax Credits - Much to Consider - by Scott Callahan, KN+S Tax Department

    The manufacturing tax credits available for manufacturing businesses are applicable to a wide range of industries that aren't traditional manufacturing,  We are happy to help navigating the paperwork. 

    Saved on 02-11-2020 - Remove
  • Can You Leave Your IRA to Charity?

    Looking to give yourself a tax break and do some good? It's legal, and often advantageous, to leave your IRA to a charity. Click through to learn the rules behind this strategy.

    Saved on 02-10-2020 - Remove
  • What's the Deal on the Employer Identification Number?

    Do you need an EIN? Who needs it, and when? Click through to learn the details and make sure you are in compliance. - By Chris Locke, KN+S Tax Department

    Saved on 02-10-2020 - Remove
  • An Introduction to the Sales Tax for Manufacturers

    In the United States, 45 states, and many cities and counties, have sales taxes. Click through to learn some basics about this important business tax. By Anthony Vernaglia, Tax Partner KN+S

    Saved on 02-10-2020 - Remove
  • When an Employee Faces a Wage Garnishment

    It's not your fault, but you're stuck in the middle: a court has ordered you to withhold wages from an employee's paycheck. Click through to learn how to keep this from getting messy.

    Saved on 02-10-2020 - Remove
  • Are Adult Children Responsible for Their Parents' Care?

    Are adult children responsible for their parents' medical care, not just morally, but legally? Click through to learn what the rules are if you're one of the many people who live in a filial care state.

    Saved on 02-10-2020 - Remove
  • Successfully Raising Money in 2017

    On January 31 Katz Nannis + Solomon hosted a Peer to Peer panel on Successfully Raising Money in 2017 that  featured Jere Doyle from Sigma Prime, 
    Mike Cunningham from Point Judith Capital,   Christopher Mirabile  from  the Launchpad Venture Group, and David Verrill  of Hub Angels.

    Saved on 02-10-2020 - Remove
  • What to do with your Stock Options

    A summary of some of the issues with stock options - by Dan Roach

    Saved on 02-10-2020 - Remove
  • Understanding your 401(k) Plan Audit Requirements

    A summary of the rules that require a Company's 401k plan to have an audit
    By Michael A. Clements, CPA/MST

    Saved on 02-10-2020 - Remove
  • Special Video Report: Know the Rules for Giving Stock

    Giving stock is perfectly legal and can be part of an estate plan, as long as you know the rules. Click through for a video that explains the basics.

    Saved on 02-10-2020 - Remove
  • What Do Your Restaurant's Financial Statements Say?

    If you're a restauranteur and you have to think for a few minutes if someone asks you whether you're making money, maybe you need to take better charge of your finances. Click through to learn how to get started.

    Saved on 02-10-2020 - Remove
  • Reminder of Form 1099 Due Dates

    A quick reminder about issuing Form 1099s

    Saved on 02-10-2020 - Remove
  • 2017 Massachusetts 529 Plan Deductions

    Recent law changes permit Massachusetts residents to deduct 529 Plan Contributions - by Jeff Solomon

    Saved on 02-10-2020 - Remove
  • 2016 Personal Tax Organizer

    2016 Tax Organizer Overview - By Gary Weinman CPA- Tax Principal

    Saved on 02-10-2020 - Remove
  • Is This Your Situation: Your Business Is Spread Over Multiple States

    Expanding your business across multiple states can bring a lot of rewards, but you need to be aware of a variety of practical issues. Click through for an introduction to cross-border management issues.

    Saved on 02-10-2020 - Remove
  • Are New Sick Leave Rules Coming to Your Area?

    What seems like the mundane world of paid-time-off and sick-leave policies is receiving attention in the form of new regulations. Click through for some new rules in Chicago and Cook County -- they may come to your area next.

    Saved on 02-10-2020 - Remove
  • IRS Issues 2017 Mileage Rates

    Reduced mileage rates  are reduced and reflect a decease in the price of fuel - by KNS Tax Department

    Saved on 02-10-2020 - Remove
  • To Lease or to Buy --

    It's an age-old question, whether a company is better off leasing or buying. But have you given it real thought? Click through to drill down into the details and learn what leasing, as opposed to buying, really mean - by Sarah Pratt

    Saved on 02-10-2020 - Remove
  • How to Create a Mission Statement for Your Company

    It's wonderful when you read a firm's mission statement and it defines the business so well that it feels like strategy. How do you do it? Click through to read the five steps to creating a mission statement that's not generic, stale and completely useless.

    Saved on 02-10-2020 - Remove
  • Special for Health Care: Know Your Business Taxes

    The devil is in the details when it comes to taxes and other payroll-related issues. Fortunately, the IRS is ready to help. Click through for an introduction to helpful guidance.

    Saved on 02-10-2020 - Remove
  • KN+S Tax Partner - Alan Muster, CPA

    KN+S is happy to announce that Alan Muster has joined the firm as a Tax Partner

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  • Interactions with your CPA

    Some thoughts on how you and KN+S can work together  - by Sam Malatos

    Saved on 02-10-2020 - Remove
  • Forms W-2 and 1099 MISC Filing Date Changes

    Due dates for employers to file W-2s and 1099 Misc - by Mark Misselbeck

    Saved on 02-10-2020 - Remove
  • Don't Get Caught by IRA Rollover Rules

    You have a lot of flexibility with an IRA, but there are some important, and rigid, rollover rules. Don't find yourself accidentally violating them. Click through for information on a rollover rule many investors don't know about.

    Saved on 02-10-2020 - Remove
  • Changes are Coming to Leases

    The accounting for leases is changing- by Bryan McKeon

     

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  • Changes in Massachusetts Local Property Taxes - by Mark Misselbeck

    Changes in assessments and valuation of property

    Saved on 02-10-2020 - Remove
  • Facing the Emotional Side of Mergers

    Many articles and books have been written about how to do a merger, and many speakers have pontificated on the subject. Click through to see that the one missing ingredient is the range of emotions that accompany the transaction.

    Saved on 02-10-2020 - Remove
  • Early Stage Investing and IRS Form 83(b) – by Ham Lord

    KN+S is pleased to present an article by Ham Lord, the founder of the Launchpad Venture group and the software company Seraf.    Ham has graciously allowed KN+S to reprint this article that he wrote on the importance and implication of IRS Form 83(b) to angel investors.

    Saved on 02-09-2020 - Remove
  • Partnership Taxation: Know the Rules

    You are busy running your company that's a partnership  -  here's an introduction to partnership taxation rules, and some practical help in tax managemen - by Gary Weinman, KN+S Tax Department

    Saved on 02-09-2020 - Remove
  • What Insurance Do Small Businesses Need?

    The world of insurance is a complex one, and it's essential to make sure your business is covered. Click through to learn the basics of business insurance so you can make the right decisions.

    Saved on 02-09-2020 - Remove
  • Deciding Between Cash and Accrual Basis

    You're ready to start recording business transactions - Should you choose Cash or Accrual? - by Dan Roach

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  • Year End Entity Tax Planning – Time is running out!

    It's time to start to think about 2016 taxes - By: Jeffrey D. Solomon, CPA, CVA

    Saved on 02-09-2020 - Remove
  • How to Manage Overtime Under the New FLSA Rules

    LATE BREAKING NEWS: A November 22 ruling contains important changes to proposed rules on overtime regs.  Click through for the details on the rule that was to go into effect on December 1, and learn why that may not happen.

    Saved on 02-09-2020 - Remove
  • Tax Return Due Dates - Reminder

    Changes in Tax Return Due Dates - by KNS Tax Department

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  • Deciding How and Whether to Pay Bonuses

    Additional remuneration in the form of performance bonuses or incentive payments can help retain good staff. Click through to get details on choosing how and whether the incentive or bonus should be paid.

    Saved on 02-09-2020 - Remove
  • Thinking about 2016 Taxes

    Now that 2015 tax filings are wrapped up, let's spend a little time thinking about 2016 - by Jeff Solomon and Anthony Vernaglia

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  • Choosing the Right Business Entity

    Whether your business is just you sitting in a home office, an international corporation or anything in between, you have to choose a form of business entity.  Here are some of the choices, and the pros and cons of each.

    Saved on 02-09-2020 - Remove
  • Last-Minute Retirement Savings Rush

    You haven't saved much for retirement and you're in your 50s. Is it too late? Not necessarily. Click through to learn what you can still do to save for your retirement.

    Saved on 02-09-2020 - Remove
  • Why You Need Umbrella Insurance

    You may have heard about umbrella insurance, but aren't sure what it is. It's simply extra liability coverage to protect you if you're sued for damages. And it can be surprisingly affordable. Click through to learn more about umbrella policies.

    Saved on 01-29-2020 - Remove
  • Welcome to the New Year - Now what?

    Welcome to 2017 - Some Thoughts - by Jeff Solomon

    Saved on 01-28-2020 - Remove
  • Personal Tax Deductions You May Not Know About

    Who thinks about taxes in the summer? You! Below are some tax deductions you may not know about. Click Full Article below to learn why you should plan now so you can get a nice refund next year.

    Saved on 01-27-2020 - Remove
  • Changes to 401(k) Contribution Limits for 2020

    Cost-of-living adjustments are affecting dollar limits for 401(k) plans, individual retirement accounts and other retirement plans. These changes affect both individuals and the businesses that manage company-sponsored plans. Click through to learn how the changes may affect you.

    Saved on 01-05-2020 - Remove
  • 4 Factors To Consider When Choosing a Pay Frequency

    Employees expect to be paid on time, based on the designated pay frequency. But before you choose a pay frequency, you must cover your bases. Click through for four things to keep in mind when selecting a pay frequency.

    Saved on 12-08-2019 - Remove
  • Foreign Bank and Financial Accounts (FBAR) Reporting Changes

    FBAR refers to Form 114, Report of Foreign Bank and Financial Accounts, that must be filed with the Financial Crimes Enforcement Network (FinCEN), which is a bureau of the Treasury Department - there are some changes in the filing requirements - by Caleb Berry

    Saved on 02-03-2020 - Remove
Katz Nannis + Solomon PC
Katz Nannis + Solomon PC
info@knscpa.com
781-453-8700
800 South Street Suite 250
Waltham, MA 02453
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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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