Making charitable donations allows you to reduce your tax bill and year end is a good time to review this.
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The “Med-Ed” Exemption From Gift Tax

Many taxpayers are familiar with the annual gift exemption, which allows donors to give up to a certain amount to a recipient annually without offsetting their lifetime estate and gift tax exemption. Annual exemptions were $14,000 in 2017 and will be $15,000 in 2018. Lifetime exemptions were $5.49 million in 2017 and will be $5.6 million in 2018.

New Service Offering: Client Accounting and Bookkeeping

At GBQ, our support goes beyond tax preparation and assurance - we offer comprehensive outsourced accounting and bookkeeping services to clients of all sizes. We understand that keeping up with your books can be time consuming and tedious, especially when it’s important for you to spend your time running the business. Click here to read more about our new service.

Year-End Strategies For Charitable Giving

Making charitable donations allows you to reduce your tax bill and year end is a good time to review this. Here are three effective strategies.

Who Do YOU Know?

As everyone knows, the number one issue facing most businesses today is talent – finding the right people at the right time. At GBQ, we do our best to connect talented, qualified candidates to our clients and friends of the firm. Click here to read more.

Tax Reform Update

On Thursday, November 2nd, the House Ways and Means Committee introduced the Tax Cuts and Jobs Act, H.R. 1. Click here to view a full section-by-section summary of the bill or here is a summary of the key provisions.

Boardroom And Management Diversity Adds Value

How diverse is your company’s board of directors or its management team? Here’s how varied insights can enhance decision-making and financial reporting quality.

4 Questions To Guide Your Prospective Financial Statements

Assumptions about sales and demand levels drive prospective financial statements. Here’s how to get more accurate insight into your company’s future.

Fortifying Your Business With Enterprise Risk Management 

A variety of economic, competitive and even meteorological risks may one day threaten your business. An enterprise risk management program can be the fortress that helps you ward them off.

Minimize Inventory, Services To Make Your Financials Shine

Making your financial statements gleam with success in the eyes of lenders or other stakeholders may require cutting back on poor-selling, unprofitable inventory or services.

The Write Stuff: A Letter Of Instructions

Explain your intentions to heirs using plain language in a letter of instructions. Though it has no legal authority behind it, the letter can ease loved ones through a difficult time after your death.

A Charitable Remainder Trust Can Provide A Multitude Of Benefits

Is charitable giving important to you? A charitable remainder trust can help you leave a philanthropic legacy and achieve a variety of additional financial and estate planning goals.

Retirement Savings Opportunity For The Self-Employed

Contributions to qualified retirement plans generally are tax deductible or pretax. If you’re self-employed, you can boost your tax-advantaged saving by setting up a retirement plan for 2017.

The Ins And Outs Of Tax On “Income Investments”

All “income investments” aren’t alike when it comes to taxes. Your tax rate could vary by as much as 20 percentage points, depending on the type of investment income and your tax bracket. Here’s what you need to know.

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