At Brinker Simpson, we provide our clients and friends with the latest and most critical business information available. We strive to consistently share helpful guides and publications that address timely financial, tax, and general business needs.
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Importance of Obtaining W-9s and Issuing 1099s
Get tax-ready! Learn why W-9s and 1099s matter for your business. W-9s ensure IRS compliance and prevent hiring issues. Issuing 1099s is key – know when and to whom. Avoid penalties and follow best practices.
If you've had some significant gains and losses with your investments this year, you may need to know how to avoid any tax surprises. Here's what you need to know before year-end.
Cash Flow Management: 3 Tips from an Accounting Firm
Cash is essential to the health of your business. It's the accelerator that enables growth and ensures the business's very survival. Here are three significant steps to cash flow management to help business owners navigate cash flow, especially in periods of uncertainty or crisis.
Jonathan Davish Joins Brinker Simpson & Company, LLC
Brinker Simpson & Company is pleased to welcome Jonathan Davish to our team of professionals. Jonathan joins the Firm as an associate in the Audit and Assurance department.
Can you name the three reports that make up a comprehensive set of financial statements under U.S. GAAP? To assess your organization's performance holistically, it's important to look beyond profits.
Plan Now for Year-end Gifts with the Gift Tax Annual Exclusion
The estate and gift tax exemption amount is scheduled to be cut drastically in 2026 when the related Tax Cuts and Jobs Act provisions expire (unless Congress acts to extend them). Making tax-free gifts before then can cut the size of your taxable estate and may be one way to address this potential threat.
IRS Issues Guidance on New Retirement Catch-up Contribution Rules
The SECURE 2.0 Act's new retirement catch-up contribution rules caused problems and confusion for employers and employees alike. The IRS has now provided guidance.
It's Important to Understand How Taxes Factor into M&A Transactions
Buying or selling a business? It may be the most important transaction you ever make. So it's important to seek professional tax advice as you negotiate. Don't wait until a deal is done!
Our firm provides the information in this e-newsletter for general guidance only and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
