Feb 4, 2025 | Firm Updates, Individual Tax, Retirement Planning
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of tax considerations. Planning carefully can help you minimize tax bills. Below are four steps to take if...
Jan 20, 2025 | Firm Updates
Sciarabba Walker is pleased to announce the appointment of David Iles, CPA, and Chris Hart, CPA, as Co-Managing Partners, effective January 1, 2025. This marks a new chapter in the firm’s leadership structure, with Dave and Chris working together through June 30,...
Dec 19, 2024 | Firm Updates, News Brief
On July 19, 2024, the IRS released the final regulations relating to required minimum distributions (RMDs) from the SECURE and SECURE 2.0 Acts. This article will discuss some of the changes provided by the final regulations. The SECURE 2.0 Act has significantly...
Dec 19, 2024 | Firm Updates, News Brief
What is an IP PIN? Identity Protection PINs (IP PINs) are a six-digit number assigned to an individual to prevent someone else from filing a tax return under that individual’s social security number (SSN) or Individual Taxpayer Identification Number (ITIN). This PIN...
Dec 19, 2024 | Firm Updates, News Brief
As the year comes to a close, it’s the perfect time to ensure that your organization’s processes are in order, particularly in areas critical to retirement plan compliance and administration. Below, we highlight several key areas that demand attention and share the...
Nov 20, 2024 | Firm Updates, Small Business, Tax Tips
2024 has been a relatively quiet year for tax legislation. To assist you with making decisions on what works best for you and your business, we have compiled a list of tax strategies based on current tax rules that may help you save tax dollars if you act before the...
