by Jackie Scroggs | Mar 14, 2023 | Newsletter
Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine whether you’re required to file a 2022 gift tax return. And in some cases, even if it’s not required to file one, you may want to do so anyway. Filing...
by Jackie Scroggs | Mar 2, 2023 | Newsletter
Merger and acquisition activity dropped dramatically last year due to rising interest rates and a slowing economy. The total value of M&A transactions in North America in 2022 was down 41.4% from 2021, according to S&P Global Market Intelligence. But some...
by Jackie Scroggs | Feb 28, 2023 | Newsletter
If you’re getting ready to file your 2022 tax return, and your tax bill is higher than you’d like, there may still be an opportunity to lower it. If you’re eligible, you can make a deductible contribution to a traditional IRA right up until this year’s April 18 filing...
by Jackie Scroggs | Feb 23, 2023 | Newsletter
Many people began working from home during the COVID-19 pandemic — and many still work from their home offices either all the time or on a hybrid basis. If you’re self-employed and run your business from home or perform certain functions there, you might be able to...
by Jackie Scroggs | Dec 21, 2022 | Newsletter
The Chicago area accounting firm of Mathieson Moyski Austin & Co., LLP (MMA), located in Lisle, IL, is merging in Deerfield, IL based Business & Professional Consultants, Ltd. (BPC). The merger was effective 12.1.2022 and created a combined firm of forty-five...
