Tax Planning Articles
Our tax planning articles give you the actionable information you need to be prepared for your financial future.
Tax Watch
With the help of a DMJPS tax planning CPA, you can better understand tax code changes, new legislation, analysis, and some of the biggest issues facing businesses and individuals. They are a resource for professionals who want to position their business for tax time and provide a baseline of information that will help you better understand and engage with your own tax planning accountant.
The Tax Information You Need
Our tax planning articles offer insight into some of the biggest concerns facing your business’s financial planning. Up-to-date resources are structured to provide the information you need. When you follow up with your tax planning CPA, they’ll address your specific challenges unique to you or your situation.
Decision Time is Approaching for Qualified Opportunity Zone Investments
Since its enactment in 2017, many taxpayers have taken advantage of the opportunity to invest in Qualified Opportunity Zone (“QOZ”) investments. If a taxpayer has a capital gain, the gain can be deferred through such an investment. These deferred gains mature on...
Succession and Exit Planning: Make Sure You Can Still Say “No”
When is the worst time to sell a business? The simple answer: when you have to. The best time to sell, of course, is when you don’t have to—when the business is on an upward trajectory, and you have the flexibility to walk away. One of the most powerful negotiation...
North Carolina IRC Conformity: Status Update
North Carolina is one of many states that have still not updated their conformity with the Internal Revenue Code following the passage of the One Big Beautiful Bill Act (OBBBA). As of today, the state continues to conform to the IRC as of January 1, 2023. We are...
Tariff Update: Refund Opportunities and What Businesses Should Know
Executive Summary Certain tariffs imposed under the International Emergency Economic Powers Act (IEEPA) were invalidated following a Supreme Court ruling, prompting U.S. Customs and Border Protection to launch a refund process for eligible businesses that previously...
North Carolina IRC Conformity Update: What Taxpayers Should Know Now
Executive Summary Until the General Assembly updates North Carolina’s conformity statute, taxpayers should anticipate additional adjustments, added compliance complexity, and potential filing delays. Proactive planning now can help you avoid missteps and identify...
Strategies That Work
Every business and individual is different, but our tax planning articles are meant to get you up-to-speed fast. Contact a tax planning accountant at DMJPS to review how the tax changes may affect you, and what can be done to minimize the impact. For over 70 years, clients have trusted DMJPS PLLC, to help chart the right financial course. Contact us today to find out how an experienced tax planning specialist can help you or your business.
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