Author Archive

28 articles
James Mahoney
2023 Year-End Guide: Corporate and M&A

2023 Year-End Guide: Corporate and M&A

Corporations face a variety of unique tax rules and challenges – from the new alternative minimum tax and excise tax on stock repurchases to special limitations on deductions and losses, as well as complex...

2023 Year-End Guide: Business Incentives & Tax Credits

2023 Year-End Guide: Business Incentives & Tax Credits

Employee Retention Credit The employee retention credit (ERC) is a refundable payroll tax credit for wages and health plan expenses paid or incurred by an employer (1) whose operations were either fully...

2023 Year-End Guide: Tax Accounting Methods

2023 Year-End Guide: Tax Accounting Methods

A taxpayer’s tax accounting methods determine when income is recognized and costs are deducted for income tax purposes. Strategically adopting or changing tax accounting methods can provide opportunities...

2023 Year-End Tax Planning For Individuals

2023 Year-End Tax Planning For Individuals

With rising interest rates, inflation and continuing market volatility, tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over...

2022 Year-End Tax Planning For Individuals

2022 Year-End Tax Planning For Individuals

With rising interest rates, inflation and continuing market volatility, tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over...

2022 Year-End Tax Planning for Businesses

2022 Year-End Tax Planning for Businesses

U.S. businesses are facing pressure to drive revenue, manage costs and increase shareholder value, all while surrounded by economic and political uncertainties. Disruptions to supply chains brought about...

2021 Year-End Tax Planning for Businesses

2021 Year-End Tax Planning for Businesses

With year-end approaching, it is time to start thinking about moves that may help lower business taxes for this year and next. This year’s planning is more challenging than usual due to the uncertainty...

2021 Year-End Tax Planning Guide for Individuals

2021 Year-End Tax Planning Guide for Individuals

With year-end approaching, it is time to start thinking about moves that may help lower your tax bill for this year and next. This year’s planning is more challenging than usual due to the uncertainty...

Year-End Tax Planning Guide for Individuals

Year-End Tax Planning Guide for Individuals

An Individual’s Tax Planning Highlights As the year-end approaches, individuals, business owners and family offices should be reviewing their situations to identify any opportunities for reducing,...