Category Archives: Tax Strategy & Compliance

Tax Minimization with IC-DISCs

LEGISLATIVE BACKGROUND The IC-DISC legislation was passed a number of years ago by the US Congress to promote export activities.  The State of Oregon recently passed favorable legislation for IC-DISCs formed prior to January 1, 2014.  The federal law allows … Continue reading

Posted in Business Strategy & Best Practices, Tax Strategy & Compliance

2013 Individual Tax Documents

To assist with preparation of your 2013 individual taxes, we have provided the two documents below.  You should download them, complete best you can, and then email back to cbarham@kuenizicpas.com. Thank you! 2013 Individual Tax Engagement Letter 2013 Tax Organizer  

Posted in Tax Strategy & Compliance

2013 Tax Planning Newsletter

Here’s our 2013 tax planning newsletter.  Major topics include the new 3.8% net investment income (NII) tax, 0.9% Medicare payroll tax and a new 39.6% tax bracket for individuals that all apply for the 2013 tax year.  These new taxes and limits are all … Continue reading

Posted in Tax Strategy & Compliance

2012 Individual Tax Documents

To assist with preparation of your 2012 individual taxes, we have provided the two documents below.  You should download them, complete best you can, and then email back to cbarham@kuenizicpas.com.  If you prefer to fax, the number is 503.399.3977.  Thank you! 2012 Tax Engagement Letter 2012 Organizer … Continue reading

Posted in Tax Strategy & Compliance

2012 Year-End Tax Update

Here’s our 2012 year-end tax update.  Major topics include the sunset of the Bush era tax cuts and a major overall of the estate tax system effective 1/1/2013.  We are anticipating a one-year extension of the Bush era tax cuts as well … Continue reading

Posted in Tax Strategy & Compliance

Health Care Law Holds

The US Supreme Court in a 5-4 decision held that payments required of individuals who do not maintain minimum health coverage under the “individual mandate” were not a penalty, but are a tax and are allowed under Congress’s power to … Continue reading

Posted in Tax Strategy & Compliance

Oregon W-2 E-Filing (New)

Effective for calendar year 2011, businesses and all payroll service providers are required to report Oregon personal income tax W-2 information electronically by March 31, 2012, regardless of number of W-2’s issued. Even employers who are not required to submit … Continue reading

Posted in Tax Strategy & Compliance

2011 Individual Tax Documents

To assist with preparation of your 2011 individual taxes, we have provided the three documents noted below.  You should download them, complete best you can, and then email back to cbarham@kuenizicpas.com.  If you prefer to fax, the number is 503.399.3977.  Thank you! 1) 2011 Engagement Letter (download, … Continue reading

Posted in Tax Strategy & Compliance

2009 & 2010 S Corporation Notice

Important tax and business considerations for S Corporations. 2009-2010 S Corporation Notice

Posted in Tax Strategy & Compliance

2010 Measure 66 and 67 Letter

Download and read about the new tax measure impacting individuals and corporations. 2010 Measure 66 and 67 Letter

Posted in Tax Strategy & Compliance