Is a Roth IRA conversion right for you this year?
If you have a traditional IRA, you might benefit from converting some or all of it to a Roth IRA. A conversion can allow you to turn tax-deferred future growth into tax-free growth. It also can provide estate planning advantages.
Give and receive with a charitable remainder trust
Would you like to benefit charity while reducing the size of your taxable estate yet maintain an income stream for yourself? Would you also like to divest yourself of highly appreciated assets and diversify your portfolio with minimal tax consequences?
2 tax pitfalls of mutual funds.
Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found in retirement plans such as IRAs and 401(k)s. But if you hold such funds in taxable accounts, or are considering such investments, beware of these two tax pitfalls:
Have you misclassified employees as independent contractors?
An employer enjoys several advantages when it classifies a worker as an independent contractor rather than as an employee. For example, it isn’t required to pay payroll taxes, withhold taxes, pay benefits or comply with most wage and hour laws.
3 tax traps when donating real estate to charity
If you’re considering donating a property to charity, here are three potential tax traps you need to be aware of: If you donate real estate to a public charity, you generally...
Earl Edeburn, KDV Partner, brings us to his family cabin and discusses what KDV can do for our clients' core business functions.
Angie Thomas, KDV Insurance Advisor, discusses how a long term insurance solution may help you manage your risk.
Tim Ernst, KDV ERP Practice Group Leader, discusses how a highly customizable cloud ERP solution can streamline your operations.
Matt Mayer, KDV Government Audit Partner, discusses his love for traveling and the passion KDV has for working with our audit clients.