Consulting

FDIC Insurance
28 Mar, 23

What is FDIC Insurance & What are the Coverage Limits?

As your trusted advisors, we wanted to bring your attention to the potential risks associated with holding more than $250,000 in cash at a bank, even when held in multiple accounts. Recent events, such as the failures of Silicon Valley Bank and Signature Bank, have shown that this risk is very real. While in rare […]
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20 Jan, 23

Tis the Season for Charitable Giving

‘Tis the Season for Charitable Giving… so let’s make sure you’re doing it right. What documentation am I required to keep on my Charitable Donations? That depends on the type and value of the donation. – For cash donations under $250, the donor must have a bank record (canceled check, debit, credit card charge) or […]
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04 Dec, 22

IRS Top 12 Tax Scams

Each year, the Internal Revenue Service issues a list of the top 12 tax-related scams it sees throughout the year. The IRS “Dirty Dozen” highlights various schemes that taxpayers may encounter anytime, many of which peak during tax-filing season. Taxpayers need to guard against ploys that steal their personal information, scam them out of money […]
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Don’t Kill the Messenger - The Rise of the Internal Revenue Service -  Part 4
24 Jan, 18

Real Property Tax Decrease

Effective January 1, 2018, the state sales tax rate for renting, leasing, or granting a license to use real property is decreasing from 6% to 5.8%. Your county surtax will remain the same, For example: If your commercial property is in Seminole County, the rate will drop from 7% (state and county) to 6.8%. If […]
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08 Jan, 18

Cap Changes Coming in 2018

Social security taxable wage limit is $128,700 Retirees can earn $17,040 without reducing their SS benefits Annual gift amount goes to $15,000 HSA contributions are $3,450 for individuals HSA contributions for a family plan is now $6,900 401k deferral is $18,500 and $24,500 for those 50 and older IRA contribution limit is the same as […]
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