2023 Tax Return Preparation Agreement – Engagement Conditions and Limitations

12.15.23 | Tax Advisory

Important Information for 2023 Verus Tax Clients. 2023 Tax Engagement Letter

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2022 Tax Return Preparation Agreement – Engagement Conditions and Limitations

1.26.23 | Tax Advisory

Important Information for 2022 Verus Tax Clients. 2022 Tax Preparation Agreement.  

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2021 Tax Return Preparation Agreement – Engagement Conditions and Limitations

1.18.22 | Tax Advisory

Important information for 2021 Verus Tax Clients. 2021 Tax Return Preparation Agreement – Engagement Conditions and Limitations

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Value of Charitable Gifting from an IRA Under the New Tax Law

6.22.18 | Financial Planning

Value of Charitable Gifting from an IRA Under the New Tax Law In late 2017, Congress passed the new tax law that contained numerous changes to the then existing law.  One provision that...

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