The Bottom Line
The Bottom Line is where Klatzkin’s advisors provide analysis and insight into key developments in taxation, accounting, and other issues and how they affect businesses and individual taxpayers.

Tax Return Documentation Checklist

By BARRY W. SNYDER

Before meeting with your tax accountant, it’s essential to review a list of required items necessary to complete the filing. While each taxpayer is different, both individual and business, there are standard items required for each to prepare the returns.

Why Retirement and Year-End Tax Planning Should Be Done Simultaneously

By JOHN BLAKE

A thorough year-end tax plan should always address retirement because retirement contributions and distributions can significantly impact your tax return. This year, reviewing your retirement plan is especially important.

Signs it Might Be Time to Change Accountants

By JOHN BLAKE

The end of the year is a time of review and evaluation for many business owners. It’s an excellent time to review company sales performance, new product/service development, customer retention, and production efficiency.

Cost Segregation Studies Just as Significant Post-Tax Reform

By FRANK G. SWEENEY

Many Hamilton businesses were excited when the Tax Cuts and Jobs Act of 2017 (TCJA tax reform) was passed into law. The changes resulted in significant tax savings for many companies.

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