A guide to generation-skipping tax planning
To fully understand the inclusion ratio of a trust, you must ask several questions and recreate the history of transfers made to the trust.
Beware of state equivalent 1099 filing obligations
As millions prepare to file federal forms 1099, the obligation to file state equivalent returns is often overlooked.
IRS announces details for ERC Voluntary Disclosure program
IRS provides VD Program for employers to return ERC refunds and avoid penalties and interest. Employers must apply by March 22, 2024.
IRS releases 2024 retirement plan limitations
Cost-of-living adjustments to retirement plan limits for 2024 have been issued by the IRS in Notice 2023-75.
Major regulatory change on the horizon for financial institutions
Major regulatory change is on the horizon for financial institutions, including new liquidity and capital requirement rules.
Brady Martz Named Among INSIDE Public Accounting’s 2023 “Top 100 Firms”
Brady Martz & Associates is excited to share that the firm was recently named as one of the “Top 100 Firms” of 2023 by INSIDE Public Accounting (IPA). Each year, IPA releases a ranking of the 500 largest public accounting firms in the U.S. based on each participating firm’s net revenues. The rankings are then […]
Brady Martz and Woltman Group, PLLC to Merge
Top 100 nationally ranked accounting firm Brady Martz & Associates is excited to announce its expansion into the state of South Dakota. Effective October 1, 2023, Woltman Group, PLLC will join Brady Martz. “We are excited for this opportunity to expand our team and geographic footprint into the growing Sioux Falls market,” said Todd Van […]