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By: Tina Truby, CPA, Supervisor I recently received one of those dreaded letters that told me I had been the victim of a mass data breach. After carefully reading the…

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Update on the Employee Retention Credit (ERC)

Key observations and the IRS Voluntary Disclosure Program to return incorrect payments By Pete Kennedy, CPA, Director Background Feb 23, 2024 — The Employee Retention Credit (ERC) – sometimes called…

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RMD Relief and Guidance for 2023

In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.…

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ERC – Too Good to be True?

The Employee Retention Credit is a legitimate program, but failure to apply the actual rules of the credit to applicants and their specific situation will result in inflated credit amounts which will, in all likelihood, need to be repaid.

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CYA on Your CWA’s

By: Pete Kennedy, CPA, Director It honestly hurts to read this recent decision from Tax Court. The above link is to the case summary which is not long but I’ll…

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