JBC BLOG

Beware of a new IRS scam involving clean energy tax credits, where scammers are misrepresenting the rules to unsuspecting taxpayers. Learn how this scam works and discover tips to protect [...]

Looking to build a winning team for your small business? Our new article offers practical tips for effective recruitment, ensuring you find the right fit for your company's culture and vision. [...]

State tax dynamics halfway through 2024 are shaped by healthy state budgets, stagnating tax revenue collections and an increase in audit activity.

Ever wondered how long you could be subject to an IRS audit? Our latest article breaks down the complexities of IRS audit timeframes.

Reduce estate taxes? Consider a SLAT to maintain spouse's financial security.

Selling private company stock can be challenging for non-controlling shareholders. This article explores the critical considerations, from understanding company restrictions to finding the right [...]

Discover how the Department of Labor's recent expansion of overtime protections could impact your business. This article discusses the key changes and implications of the new regulations.

Are you a small business owner looking to offer health benefits without breaking the bank? Our guide to ICHRAs and QSEHRAs explains how these health reimbursement arrangements work, their [...]

Discover how America's elite manage their vast fortunes to ensure their wealth endures across generations. This article breaks down the successful strategies and common pitfalls in estate [...]

The proposed IRS regulations on Donor-Advised Funds introduce potential shifts in how these funds are managed. With possible retroactive effects and new compliance hurdles on the horizon, the [...]

Audit rates on large corporations to increase threefold, per newly released IRS roadmap for spending Inflation Reduction Act funds.

Understand the IRS's new e-filing system for Form 8300, designed to simplify the reporting of cash transactions over $10,000. Learn who must file, the e-filing requirements, and how to apply for [...]

Set your financial targets for the year with this comprehensive guide that uses the SMART framework. Learn about strategies for debt repayment, evaluating your emergency fund, and early tax [...]

The Social Security Administration's approach to overpayments is changing, bringing potential changes to your benefits. Explore these policy changes and how they may help you retain more of your [...]

Employers with less than 100 employees who have recently adopted or are considering a retirement plan have a tax savings opportunity.

Get valuable insights on how to build sustainable wealth as an emerging high-earner. This article dives deep into managing lifestyle creep, understanding income tax, and making tax-efficient [...]

As of 2024, certain long-term part-time employees are eligible to participate in 401(k) plans. This article provides a detailed understanding of the changes to retirement plan rules brought about [...]

IRS announces initiative aimed at high-income earners who have not filed tax returns. IRS estimates 125,000 instances of non-filing.

The inflation shock of the past three years is abating. One reason is that expectations of future inflation continue to remain remarkably well anchored.

IRS urges employers to review ERC claims before the Voluntary Disclosure Program deadline of March 22, 2024. The agency warns of 7 common signs that their claims may be incorrect.

As more companies embrace remote work, employers need to be aware of the various rules and regulations that can apply to remote employees. The implications of remote work crossing state lines can [...]

Understanding the financial differences between leasing and purchasing a vehicle can save you a significant amount of money. This article provides a detailed breakdown to help you make an [...]

Are you equipped to handle a sudden financial gain? Learn four steps you can take to navigate tax planning and potential tax burdens associated with a financial windfall.

Artificial intelligence (AI) has rapidly become a key element of business strategies. But what are the risks companies need to consider?

Explore the impact of a recent legal shift that broadens the scope of self-employment taxes, including limited partners and gig workers. Learn how everyday activities could land you in the [...]