Boost Your Tax Savings with the Home Office Deduction

Boost Your Tax Savings with the Home Office Deduction

A home office deduction may be available for taxpayers who run a business from home or are self-employed and use part of their home for business purposes. The home office deduction is available to both homeowners and renters. To qualify, the home office generally must...
Reduce Your Tax Bill with Higher Education Credits

Reduce Your Tax Bill with Higher Education Credits

If you’re paying for higher education, two federal tax credits can help students lower their taxes: the American Opportunity Tax Credit and the Lifetime Learning Credit. The student for whom the credits are claimed can be the taxpayer, their spouse, and their...
CTA 2024: Must-Know BOI Reporting Rules

CTA 2024: Must-Know BOI Reporting Rules

The Corporate Transparency Act (CTA) of 2021 requires entities to report beneficial ownership information (BOI) to the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) starting January 1, 2024, to enhance transparency and combat...
Richard Skinner Promoted to Partner at Stephano Slack LLC

Richard Skinner Promoted to Partner at Stephano Slack LLC

Richard Skinner, CPA, has been promoted from Audit Manager to Partner at Stephano Slack. Rich will play a crucial role in guiding strategic initiatives and client relations for the DE office. He has distinguished himself through his exceptional leadership and his...
ESOPs as an Exit Strategy

ESOPs as an Exit Strategy

An employee stock option plan (ESOP) is an often-overlooked exit strategy for business owners. An ESOP is a qualified retirement plan that gives employees ownership in the company through stock. They are flexible, allowing owners to slowly sell their shares over time...
SECURE Tax Acts and Retirement

SECURE Tax Acts and Retirement

From 2017 to 2022, there were several wide sweeping changes to the Tax Code. From the tax cuts created by the 2017 Tax Act to the legislation passed in 2020 and 2021 in response to the Covid pandemic. These tax law changes have effected most US taxpayers. However,...
Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

The Tax Reduction and Jobs Creation Act of 2017 (The 2017 Act) reduced the number of taxpayers who might be subject to Estate Tax upon their death. The Estate Tax exempts estates under a specific exemption amount. For 2024, the exemption amount is $13.6 million or for...
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