Author Archives: kuenzicpas

Annual payroll updates (2019 and 2020)

The following document provides important information about payroll reporting for 2019 and 2020 calendar years. 2019-2020 Payroll Tax Update Letter (Click here)

Posted in Tax Strategy & Compliance

Form 1099 Information (2019)

The article below provides important information on filing your Form 1099’s. Form 1099 Information (Click Here)

Posted in Tax Strategy & Compliance

CAT Template (Excel)

Use this template to calculate your estimated Corporate Activity Tax (CAT) for 2020!— Commercial Activities Template- Click Here

Posted in Tax Strategy & Compliance

Oregon Corporate Activity Tax (CAT) Update

The Oregon Department of Revenue issued twelve draft regulations intended to apply effective January 1, 2020.  Even though in draft form they indicate the Department’s thinking at this point and should be considered their current stand on these issues.  The … Continue reading

Posted in Tax Strategy & Compliance

2019 Tax Planning Ideas

The recent Tax Cuts and Jobs Act (TCJA) was a sweeping tax package enacted about two years ago, with most changes effective for tax years beginning in 2018 through 2025. As way of reminder, below are some of the more … Continue reading

Posted in Tax Strategy & Compliance

New in 2020: Oregon Corporate Activities Tax (CAT)

Oregon Corporate Activities Tax The new Oregon Corporate Activities Tax becomes effective January 1, 2020.  While the legislation (House Bills 2164 and 3427) is in place and some aspects of the new tax are clear, many details have been left … Continue reading

Posted in Tax Strategy & Compliance

Qualified Opportunity Zones

We have been asked a lot of questions about Qualified Opportunity Zones recently. Below is some information you may find useful. Please contact our office if you have any specific questions or would like further information. You have 180 days … Continue reading

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

2015 Tax Planning Letter

Here is our 2015 Tax Planning Letter.  Let us know if you have any questions about anything in this letter. 2015 Tax Planning Letter

Posted in 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 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