Year-End Rules for IRAs

Newburg | CPA News Brief Newburg Staff Writer March 21, 2023 Individual Retirement Accounts (IRAs) are a common way to save for retirement. If you currently have an IRA, or are considering opening one soon, there are several year-end rules that you should know. Contribution Limits:  You may contribute up to a [...]

2023-03-10T14:17:22-05:00March 21, 2023|

Addressing IP in an estate plan can be tricky

Newburg | CPA News Brief March 14, 2023 Over your lifetime, you may have accumulated a wide variety of tangible assets, including automobiles, works of art and property, that you’ve accounted for in your estate plan. But intangible assets can easily be overlooked. Consider intellectual property (IP), such as [...]

2023-02-17T13:46:44-05:00March 14, 2023|

Improve Your Brewery or Distillery Cash Flow with the R&D Tax Credit

Newburg | CPA News Brief By David R. Natan, CPA, MST, CVA Originally Posted January 19, 2022  Brewery and distillery entrepreneurs have faced many obstacles over the last few years, navigating such challenges as pandemic-driven shutdowns, taproom spacing, stimulus complexities, and supply chain snags. Newburg CPA offers account and [...]

2023-03-14T12:22:15-04:00March 11, 2023|

Should you consider a psychiatric advance directive?

Newburg | CPA News Brief February 14, 2023 Many people include health care powers of attorney or advance directives in their estate plans so they have some influence over critical medical decisions in the event they’re incapacitated and unable to make decisions themselves. A psychiatric advance directive (PAD) is [...]

2023-02-03T07:56:47-05:00February 14, 2023|
Go to Top