Latest Thinking: Tax Consulting & Compliance

Michael DeCataldo Talks Opportunity Zones

June 4, 2023 in Recent Post, Tax Consulting, Tax Consulting & Compliance

Contractor Insurance Trends in 2023

June 4, 2023 Contractor Insurance Trends in 2023 Insurance costs have always been one of the biggest unknowns for contractors. Volatile premiums for general liability (GL), workers’ compensation, umbrella/excess liability,…
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June 2, 2023 in Recent Post, Tax Consulting, Tax Consulting & Compliance

Supply Chain Challenges — Six Steps to Minimize Disruptions

June 2, 2023 Supply Chain Challenges — Six Steps to Minimize Disruptions It has now been more than three years since the onset of the COVID-19 global pandemic, but the…
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June 1, 2023 in Recent Post, Tax Consulting, Tax Consulting & Compliance

3D Construction Printing — Should Your Firm Pursue 3DCP?

June 1, 2023 3D Construction Printing — Should Your Firm Pursue 3DCP? Three-dimensional printing has been around longer than many people realize. The first documented instance of 3D printing occurred…
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May 23, 2023 in Recent Post, Tax Consulting, Tax Consulting & Compliance

Want to Improve Your Cash Flow? Shorten the Amount of Time it Takes to Get Paid

May 23, 2023 Want to Improve Your Cash Flow? Shorten the Amount of Time it Takes to Get Paid To say that things are uncertain right now when it comes…
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May 12, 2023 in Recent Post, Tax Consulting, Tax Consulting & Compliance

Benefits of Qualified Opportunity Funds Waning

May 12, 2023 Benefits of Qualified Opportunity Funds Waning A Qualified Opportunity Fund (QOF) is an investment vehicle which is organized as a corporation or a partnership for the purpose…
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May 3, 2023 in Recent Post, Tax Consulting, Tax Consulting & Compliance

Don’t Get Hit with IRS Underpayment Penalties

May 3, 2023 Don’t Get Hit with IRS Underpayment Penalties Under federal law, taxpayers must pay taxes during the year as they earn or receive income, or they can find…
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May 1, 2023 in Recent Post, Tax Consulting, Tax Consulting & Compliance

Roundup of Individual Tax Changes For 2023

May 1, 2023 Roundup of Individual Tax Changes For 2023 Two recently passed pieces of tax legislation have brought about several tax changes for 2023 that may affect you. The…
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September 2, 2022 in Recent Post, Tax Consulting, Tax Consulting & Compliance

Inflation Reduction Act: What You Should Know

September 1, 2022 Inflation Reduction Act: What You Should Know The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative…
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December 16, 2021 in Tax Consulting, Tax Consulting & Compliance

MA SALT 2021 Update

December 16, 2021 MA SALT 2021 Update Recently, Massachusetts joined several other states in enacting an entity-level excise that responds to the State and Local Tax (SALT) deduction limitations under…
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November 25, 2019 in Tax Consulting, Tax Consulting & Compliance

Rhode Island’s New SALT (State & Local Tax) Workaround

November 26, 2019 Rhode Island's New SALT (State & Local Tax) Workaround The Tax Cuts and Jobs Act, which passed in December 2017, limits the amount of personal state and…
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March 9, 2019 in Tax Consulting

Are Opportunity Zones in Your Portfolio?

November 30, 2018 Are Opportunity Zones in Your Portfolio? First, what is an Opportunity Zone? An Opportunity Zone is an economically-distressed community where new investments, under certain conditions, may be…
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November 28, 2018 in Recent News & Events, Tax Consulting & Compliance

Michael DeCataldo Talks Opportunity Zones

November 28, 2018 Michael DeCataldo Talks Opportunity Zones In this Providence Business News article, Sansiveri's Michael DeCataldo discusses a breakthrough opportunity designed to offer tax breaks and revitalize our communities.…
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November 8, 2018 in General, Recent News & Events, Tax Consulting & Compliance

2018 Year-End/Year-Round Tax Planning Guide

November 8, 2018 2018 Year-End/Year-Round Tax Planning Guide At Sansiveri, our tax professionals are dedicated to helping you maximize your income through a variety of valuable tax-saving strategies. As part…
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October 22, 2018 in Recent News & Events, Tax Consulting, Tax Consulting & Compliance

A Breakthrough Opportunity for Investors

October 22, 2018 A Breakthrough Opportunity for Investors Harness the Power of Opportunity Zones   First, what is an Opportunity Zone? An Opportunity Zone is an economically-distressed community where new…
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July 30, 2018 in Recent News & Events, Tax Consulting & Compliance

How to Handle Business Deductions for Meal, Vehicle and Travel Expenses

July 30, 2018 How to Handle Business Deductions for Meal, Vehicle and Travel Expenses Document and Segregate Meal and Entertainment Expenses Meal, vehicle and travel expenses are common deductions for…
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July 19, 2018 in Recent News & Events, Tax Consulting & Compliance

Qualified Business Income Deduction Limit

July 19, 2018 Qualified Business Income Deduction Limit Close-up on the New QBI Deduction’s Wage Limit The Tax Cuts and Jobs Act (TCJA) provides a valuable new tax break to…
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July 12, 2018 in Recent News & Events, Tax Consulting & Compliance

Business Owners – What Are Your Payroll Tax Obligations?

July 12, 2018 Business Owners - What Are Your Payroll Tax Obligations? How to Avoid Getting Hit With Payroll Tax Penalties For small businesses, managing payroll can be one of…
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July 9, 2018 in Recent News & Events, Tax Consulting & Compliance

The Sales Tax Impact of South Dakota Versus Wayfair, Inc. Decision

July 9, 2018 The Sales Tax Impact of South Dakota Versus Wayfair, Inc. Decision Does Your Business Have to Begin Collecting Sales Tax on All Out-of-State Online Sales? As we've…
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July 2, 2018 in Recent News & Events, Tax Consulting & Compliance

What is the Best Entity Structure for Your Business Today?

July 2, 2018 What is the Best Entity Structure for Your Business Today? Choosing the Best Business Entity Structure Post-TCJA For tax years beginning in 2018 and beyond, the Tax…
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June 25, 2018 in Construction & Related Services, Healthcare, Manufacturing & Distribution, Professional Services, Recent News & Events, Retail, Tax Consulting & Compliance

Third Quarter 2018: Key Deadlines for Businesses

June 25, 2018 Third Quarter 2018: Key Deadlines for Businesses 2018 Q3 Tax Calendar Here are some of the key tax-related deadlines affecting businesses and other employers for reporting second…
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June 21, 2018 in General, Recent News & Events, Retail, Tax Consulting & Compliance

States Can Now Require Internet Retailers to Collect Sales Taxes

June 21, 2018 States Can Now Require Internet Retailers to Collect Sales Taxes Ruling by the Supreme Court now allows states to collect sales tax from internet retailers regardless of…
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June 14, 2018 in Financial Planning & Wealth Management, Recent News & Events, Tax Consulting & Compliance

401(k) Plan Changes You Need to Know About

June 14, 2018 401(k) Plan Changes You Need to Know About Two tax law changes that may affect your business's 401(k) plan. When you think about recent tax law changes…
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June 12, 2018 in Recent News & Events, Tax Consulting & Compliance

Connecticut Offers Guidance on Public Act 18-49

June 12, 2018 Connecticut Offers Guidance on Public Act 18-49 Connecticut recently passed Public Act 18-49 (ACT) which changes how CT taxes income earned by Partnerships and S Corporations, including…
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June 5, 2018 in Recent News & Events, Tax Consulting & Compliance

What are the Tax Consequences of Virtual Currency Transactions?

June 5, 2018 What are the Tax Consequences of Virtual Currency Transactions? Businesses need to know about the tax treatment of bitcoin and other virtual currencies. Over the last several…
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May 29, 2018 in General, Recent News & Events, Tax Consulting & Compliance

It’s a Great Time to Hire and Put Your Child on Your Business Payroll

May 29, 2018 It's a Great Time to Hire and Put Your Child on Your Business Payroll Putting your child on your business’s payroll for the summer may make more…
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May 23, 2018 in Recent News & Events, Tax Consulting & Compliance

TCJA May Restrict Deduction Of Losses From Pass-Through Entities

May 23, 2018 TCJA May Restrict Deduction Of Losses From Pass-Through Entities The TCJA Changes Some Rules for Deducting Pass-Through Business Losses It’s not uncommon for businesses to sometimes generate…
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May 14, 2018 in Recent News & Events, Tax Consulting & Compliance

Mixing Business With Pleasure – What You Can Claim

May 14, 2018 Mixing Business With Pleasure - What You Can Claim Can you Deduct Business Travel When it’s Combined With a Vacation? At this time of year, a summer…
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April 30, 2018 in Recent News & Events, Tax Consulting & Compliance

TCJA Provisions Affecting Small Businesses for 2018

April 30, 2018 TCJA Provisions Affecting Small Businesses for 2018 Now that small businesses and their owners have filed their 2017 income tax returns (or filed for an extension), it’s…
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April 25, 2018 in Recent News & Events, Tax Consulting & Compliance

Small Business Tax Documentation Retention Guidelines

April 25, 2018 Small Business Tax Documentation Retention Guidelines You may have breathed a sigh of relief after filing your 2017 income tax return (or requesting an extension). But if…
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April 18, 2018 in Recent News & Events, Tax Consulting & Compliance

Impact of TCJA Changes to Employee Benefits Tax Breaks

April 18, 2018 Impact of TCJA Changes to Employee Benefits Tax Breaks TCJA Changes to Employee Benefits Tax Breaks: Four Negatives and a positive The Tax Cuts and Jobs Act…
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April 11, 2018 in Recent News & Events, Tax Consulting & Compliance

Recent Tax Law Change Made 2017 Net Operating Loss More Beneficial

April 11, 2018 Recent Tax Law Change Made 2017 Net Operating Loss More Beneficial A Net Operating Loss on Your 2017 Tax Return Isn’t All Bad News. The Tax Cuts…
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April 10, 2018 in General, Recent News & Events, Tax Consulting & Compliance

"IRS Refunds" ID Theft Scam

April 10, 2018 IRS Refunds & ID Theft Scam   Yesterday, at a Security Summit in Providence, the Rhode Island Division of Taxation, the Internal Revenue Service, and other partners …
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April 5, 2018 in Business Services & Solutions, Recent News & Events, Tax Consulting & Compliance

Be Careful When Classifying Workers as Independent Contractors vs. Employees

April 5, 2018 Be Careful When Classifying Workers as Independent Contractors vs. Employees Businesses can save money and other benefits when classifying workers as independent contractors rather than employees. But,…
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March 27, 2018 in Recent News & Events, Tax Consulting & Compliance

Key 2018 Second Quarter Tax Deadlines

March 27, 2018 Key 2018 Second Quarter Tax Deadlines Key deadlines for businesses and other employers for 2018 Q2 tax calendar:  Listed below are some of the key tax-related deadlines…
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March 23, 2018 in Recent News & Events, Tax Consulting & Compliance

New Tax Law allows Tax-Deferred Like-Kind Exchanges, but Primarily for Real Estate

March 23, 2018 New Tax Law allows Tax-Deferred Like-Kind Exchanges, but Primarily for Real Estate You may defer tax with a Section 1031 exchange, but new limits apply this year.…
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March 20, 2018 in Recent News & Events, Tax Consulting & Compliance

Business or Hobby? New Tax Law Affects Deductions

March 20, 2018 Business or Hobby? New Tax Law Affects Deductions Can you deduct hobby expenses under the new tax law? The quick answer is no. We will be happy…
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March 15, 2018 in Recent News & Events, Tax Consulting & Compliance

RI and MA Follow IRS Extension Deadline Relief

March 15, 2018 RI and MA Follow IRS Extension Deadline Relief Rhode Island and Massachusetts are following the IRS lead to allow corporations, partnerships & S corporations who cannot file…
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March 13, 2018 in Recent News & Events, Tax Consulting & Compliance

March 15th Federal Tax Deadline Extended for Businesses Affected by Recent Storms

March 13, 2018 March 15th Federal Tax Deadline Extended for Businesses Affected by Recent Storms Businesses affected by severe winter storms that primarily hit portions of the Northeast and Mid-Atlantic,…
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March 13, 2018 in Recent News & Events, Tax Consulting & Compliance

Repairs Versus Improvements: Some IRS Safe Harbors Can Help

March 13, 2018 Repairs Versus Improvements: Some IRS Safe Harbors Can Help Make sure repairs to tangible property were actually repairs before you deduct the cost. Repairs to tangible property,…
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March 6, 2018 in Recent News & Events, Tax Consulting & Compliance

2017 Tax Filing Deadline for Pass-Through Entities is March 15

March 6, 2018 2017 Tax Filing Deadline for Pass-Through Entities is March 15 When it comes to income tax returns, April 15th (actually April 17th this year, because of a…
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February 27, 2018 in Recent News & Events, Tax Consulting & Compliance

Does Your Business Qualify for a Sec. 179 Expensing Tax Break?

February 27, 2018 Does Your Business Qualify for a Sec. 179 Expensing Tax Break? Sec. 179 expensing provides small businesses tax savings on 2017 returns — and more savings in…
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February 23, 2018 in General, Recent News & Events, Tax Consulting & Compliance

Are You Eligible to Claim WOTC on Your 2017 Tax Return?

February 23, 2018 Are You Eligible to Claim WOTC on Your 2017 Tax Return? Tax credit for hiring from certain “target groups” can provide substantial tax savings. Many businesses hired…
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February 21, 2018 in Financial Planning & Wealth Management, Recent News & Events, Tax Consulting & Compliance

Can a Simplified Employee Pension Provide a Tax Savings in 2017?

February 21, 2018 Can a Simplified Employee Pension Provide a Tax Savings in 2017? Small Business Owners: A SEP may give you one last 2017 tax and retirement saving opportunity…
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February 19, 2018 in General, Recent News & Events, Tax Consulting & Compliance

SRICC Free Presentation: The Application of Tax Reform for Businesses and Individuals

February 19, 2018 SRICC Free Presentation: The Application of Tax Reform for Businesses and Individuals The recently passed tax reform bill, commonly referred to as the “Tax Cuts and Jobs…
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February 13, 2018 in Recent News & Events, Tax Consulting & Compliance

Is Your Employer Withholding Enough in Taxes?

February 13, 2018 Is Your Employer Withholding Enough in Taxes? The Internal Revenue Service recently released Notice 1036, which updates the income-tax withholding tables for 2018. This reflects changes made…
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February 12, 2018 in Recent News & Events, Tax Consulting & Compliance

Should You Take Bonus Depreciation on Your 2017 Tax Return?

February 12, 2018 Should You Take Bonus Depreciation on Your 2017 Tax Return? Claiming bonus depreciation on your 2017 tax return may be particularly beneficial. With bonus depreciation, a business…
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February 8, 2018 in General, Podcasts, Recent News & Events, Tax Consulting & Compliance

Podcast on Tax Cuts and Jobs Act: Impact on Small and Medium Sized Businesses

February 8, 2018 Podcast on Tax Cuts and Jobs Act: Impact on Small and Medium Sized Businesses Interview with Michael DeCataldo, Managing Partner and Head of the Tax Group, Sue…
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February 6, 2018 in Not-for-Profits, Recent News & Events, Tax Consulting & Compliance

Tax Reform Impact on Nonprofits

February 6, 2018 Tax Reform Impact on Nonprofits The Tax Cuts and Jobs Act enacted in December 2017 marks the most dramatic overhaul to the U.S. income tax code in…
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February 5, 2018 in Recent News & Events, Tax Consulting & Compliance

New Streamlined IRS Partnership Audit Rules

February 5, 2018 New Streamlined IRS Partnership Audit Rules Implementation of the Tax Cuts and Jobs Act, coupled with a recent government shutdown, can make it difficult to stay informed…
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January 31, 2018 in General, High Net-Worth Individuals, Podcasts, Recent News & Events, Tax Consulting & Compliance

Interview with Michael DeCataldo, CPA/PFS, CFP® and Cheryl Ethier, CFP®, CDFA™, CPA/PFS

January 31, 2018 Interview with Michael DeCataldo, CPA/PFS, CFP® and Cheryl Ethier, CFP®, CDFA™, CPA/PFS The Impact on Individuals Based on the Tax Cuts and Jobs Act Podcast  In this…
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