Author Archives: Cordasco

IRA charitable donations: An alternative to taxable required distributions

Are you a charitably minded individual who is also taking distributions from a traditional IRA? You may want to consider the tax advantages of making a cash donation to an IRS-approved charity out of your IRA. When distributions are taken … Continue reading

Posted in Blog | Comments Off on IRA charitable donations: An alternative to taxable required distributions

Your estate plan: Don’t forget about income tax planning

As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate tax. Before 2011, a much smaller amount resulted in estate plans attempting to avoid it. … Continue reading

Posted in Blog | Comments Off on Your estate plan: Don’t forget about income tax planning

Is your corporation eligible for the dividends-received deduction?

There’s a valuable tax deduction available to a C corporation when it receives dividends. The “dividends-received deduction” is designed to reduce or eliminate an extra level of tax on dividends received by a corporation. As a result, a corporation will … Continue reading

Posted in Blog | Comments Off on Is your corporation eligible for the dividends-received deduction?

Five tax implications of divorce

Are you in the early stages of divorce? In addition to the tough personal issues that you’re dealing with, several tax concerns need to be addressed to ensure that taxes are kept to a minimum and that important tax-related decisions … Continue reading

Posted in Blog | Comments Off on Five tax implications of divorce

Warning for retailers and other businesses using the LIFO method

Recent supply shortages may cause unexpected problems for some businesses that use the last-in, first-out (LIFO) method for their inventory. Here’s an overview of what’s happening so you won’t be blindsided by the effects of so-called “LIFO liquidation.” Inventory reporting … Continue reading

Posted in Blog | Comments Off on Warning for retailers and other businesses using the LIFO method

Forecasts vs. projections: What’s the big difference?

Financial statements look at historical performance. But there are times when you want forward-looking reports to help your business make strategic investment decisions, evaluate the viability of a turnaround plan or apply for a loan. Your accountant can help ensure … Continue reading

Posted in Blog | Comments Off on Forecasts vs. projections: What’s the big difference?

Valuable gifts to charity may require an appraisal

If you donate valuable items to charity, you may be required to get an appraisal. The IRS requires donors and charitable organizations to supply certain information to prove their right to deduct charitable contributions. If you donate an item of … Continue reading

Posted in Blog | Comments Off on Valuable gifts to charity may require an appraisal

Why you should not wait to file your 2021 tax return if you are on extension

Cordasco talks with NextAdvisors on why you should not wait to file your 2021 tax return if you are on extension. Check out the full article

Posted in Blog | Comments Off on Why you should not wait to file your 2021 tax return if you are on extension

Cordasco’s Tax Refund Recommendations in the Market Herald

Check out Cordasco’s most recent interview with the Market Herald entitled Tax Refunds: A Time To Splurge Or A Time For Wise Financial Moves?

Posted in Blog | Comments Off on Cordasco’s Tax Refund Recommendations in the Market Herald

The tax mechanics involved in the sale of trade or business property

There are many rules that can potentially apply to the sale of business property. Thus, to simplify discussion, let’s assume that the property you want to sell is land or depreciable property used in your business, and has been held … Continue reading

Posted in Blog | Comments Off on The tax mechanics involved in the sale of trade or business property