Locum Tenens Webinar Feb 7

Are you a Locum Tenens 1099 contractor? You won’t want to miss Andrew Schwartz’s webinar on February 7 at 3pm sponsored by Barton Associates.  Andrew will be focusing on the tax implications of working as a locum tenens and what steps you should take. ...

New MANDATORY Filing for Business Entities including Single Member LLCs

Small businesses can now add another filing requirement onto their “to do” list.  Back in 2021 Congress passed the Corporate Transparency Act (CTA) placing an additional new reporting requirement upon small businesses.  This new reporting requirement begins in 2024...

Planning Tips for Early 2024

Want to get a jump on planning for 2024? Here are a few tips to keep in mind: HSA Self-only coverage funding limits increases to $4,150 from $3,850. HSA Family coverage funding limits increases to $8,300 from $7,750. HSA catch-up contribution (if age 55 or older)...

Recent Tax Law Changes for MA Taxpayers

There are a few tax law chanegs for Massachusetts taxpayers that you may benefit from: This first change does not take effect until 2024.  As a result of the new MA Millionaires tax assessing a 4% tax on tax return income in excess of one million dollars for MA...

4th Quarter Estimated Tax Payments Due 1/16/24

Fourth quarter estimated taxes are due 1/16/24. If we set up for you to pay quarterly estimates, you should have recently received your personalized estimate reminder in the mail. For anyone paying estimated taxes, we now recommend that you make those payments online....

RE: 2024 – Ten Prudent Personal Finance Steps To Take

Personal financial planning is an ongoing process. Financially speaking, 2023 was another challenging year for many of us. The stock market was quite volatile this year, but ended the year near all-time highs, which is great for people who remained invested.  Real...