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JLK Rosenberger LLP - 2025-01-17

Protected: 2025 California Construction Industry Forecast

There is no excerpt because this is a protected post. The post Protected: 2025 California Construction Industry Forecast first appeared on JLK Rosenberger.

JLK Rosenberger LLP - 2025-01-16

Refund claim update – R&D Refund Claim Transition Period Extended to January 10, 2026

Reading Time: 2 minutes Background Amended returns claiming a refund for R&D tax credits filed after January 10, 2022, have a new process to follow. Specifically, the IRS mandated 5 pieces of information that were required to be submitted along with the amended return. These included: List the business components for which a claim is … Continued The post Refund claim update – R&D Refund Claim Transition Period Extended to January 10, 2026 first appeared on JLK Rosenberger.

JLK Rosenberger LLP - 2025-01-07

Federal Appeals Court Reinstates Injunction on BOI Reporting Enforcement

Reading time: 4 minutes 40 seconds In a whiplash ruling, the Fifth Circuit Court of Appeals on December 26, 2024, reversed a ruling made just three days earlier and reinstated an injunction against enforcement of the Corporate Transparency Act’s (CTA) Beneficial Owner Information (BOI) reporting requirement for small businesses. This means that the January 1, … Continued The post Federal Appeals Court Reinstates Injunction on BOI Reporting Enforcement first appeared on JLK Rosenberger.

JLK Rosenberger LLP - 2025-01-02

Daniel Gregory Appointed Vice Chair of CPAFMA National Board of Directors for 2025

We are excited to share that Daniel Gregory, PAFM, our Firm Administrator, has been appointed Vice Chair of the CPA Firm Management Association (CPAFMA) National Board of Directors for 2025. This appointment highlights his continued dedication to the organization and its mission. Daniel has been actively involved on the CPAFMA board since 2020, serving as … Continued The post Daniel Gregory Appointed Vice Chair of CPAFMA National Board of Directors for 2025 first appeared on JLK Rosenberger.

Tax Filing FAQs: What to Do When You’re Late (But Not Too Late)

Reading Time: 2 minutes 50 seconds So, you’ve found yourself on the wrong side of tax deadlines, eh? Don’t worry; you’re not alone. Filing taxes late (or not at all) is a drama as old as, well, taxes themselves. To help you navigate this dance with the IRS and your state tax agency, here’s a … Continued The post Tax Filing FAQs: What to Do When You’re Late (But Not Too Late) first appeared on JLK Rosenberger.

Year-End Tax Planning: Navigating Complexities with Trump’s Proposed Changes

Reading time: 5 minutes Year-end tax planning typically relies on understanding current tax law and assuming that it will remain substantially the same in the following year. But this year is different. President-elect Donald Trump is expected to make significant changes in the tax code that could be in place soon after his January 20, … Continued The post Year-End Tax Planning: Navigating Complexities with Trump’s Proposed Changes first appeared on JLK Rosenberger.

Maria Vigul Named a 2025 Emerging Leader

JLK Rosenberger proudly announces that Maria Vigul, Senior Manager, has been selected as a 2025 Emerging Leader for the seventh annual Emerging Leaders Conference. This prestigious recognition highlights Maria’s dedication to excellence and impact on the insurance industry. Maria has been with JLK Rosenberger since graduating from California State University, Northridge, and has dedicated over … Continued The post Maria Vigul Named a 2025 Emerging Leader first appeared on JLK Rosenberger.

1033 Exchanges: Important Tax Savings Tool

Reading Time: 3 minutes 30 seconds Businesses and individuals facing an “involuntary conversion” of property arising from eminent domain, natural disasters, or condemnation often face unique and unexpected circumstances. When a government or other agency forces property to be given up, it can leave the owner feeling uneasy about losing control. Beyond this, tax issues … Continued The post 1033 Exchanges: Important Tax Savings Tool first appeared on JLK Rosenberger.

FinCEN Warns About New BOI Reporting Scams

Earlier this year, the Corporate Transparency Act became effective, requiring certain businesses to report detailed information on ownership. Known as Beneficial Ownership Information (BOI), it includes details on owners that either directly or indirectly control a company. By collecting this information, the federal government hopes to increase anti-money laundering rules by increasing the transparency of … Continued The post FinCEN Warns About New BOI Reporting Scams first appeared on JLK Rosenberger.

New Tax-Efficient Assistance for Your Employees with Student Loan Debt

The Secure 2.0 Act now allows employers to include employee’s student loan payments in the employee match calculation, and these matching dollars are tax-deductible to the employer. Although this rule is temporary, matching contributions for 2024 can qualify. The two most common plans that qualify are 401K and Simple IRA plans, and employers can create … Continued The post New Tax-Efficient Assistance for Your Employees with Student Loan Debt first appeared on JLK Rosenberger.

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