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Year-End State and Local Tax Planning Perspective

Withum

For income tax apportionment, in some states, the consequence of an employee working from a different state could affect sales sourcing, payroll, and the property factor for state tax apportionment. Such sourcing is generally determined based on the place where the services are performed. Failing to plan = planning to fail.

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How to Become a Financial Hero to Your SMB Clients

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use? million – $4,999,999 $5 million – $10,000,000 Over $10 million Which practice management system do you use?

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The Collaborative Accountant

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve? million – $4,999,999 $5 million – $10,000,000 Over $10 million How many clients does your firm serve?

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Professionals on the Move – May 2024

CPA Practice

Erin Eberly has been named the partner-in-charge of KSM’s tax services. In this role, Eberly leads tax professionals across the firm to deliver tax compliance and consulting services with excellence. Karin Ecroyd has joined the firm in New York City, New York, and Scott Smith has joined in Nashville, Tennessee.

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Major Changes to New York’s SALT Workaround as Part of FY23 Budget Bill

Withum

New York’s fiscal year 2023 budget bill that was enacted into law significantly expands the benefits of the state’s pass-through entity tax (“PTET”) for many businesses. Some of the major PTET highlights include amplifying the benefits for resident S corporation shareholders, as well as establishing a New York City PTET.

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Sponsorship Post Template

CPA Practice

million – $4,999,999 $5 million – $10,000,000 Over $10 million Custom Field 1 (Required) Custom Field 2 (Required) Custom Field 3 (Required) Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

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PKF O’Connor Davies Picks Up Robert Philipson & Co.

CPA Practice

an accounting, tax, and management advisory firm that specializes in serving private clients through sophisticated tax services. has regularly provided high-net-worth individuals and other private clients with comprehensive, individualized tax offerings. Financial terms of the deal, which became official on Jan.