Featured 
Address Digital Assets in Your Estate Plan

Today, almost everyone owns some sort of digital asset – and some of these assets can be quite valuable. But if your estate plan doesn’t account for digital assets property, your heirs may not be able to access them. So, factoring these intangibles into your estate plan is essential. What Are Digital Assets? Financial transactions are

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Tax 
Tax Credit Cuts Price of Home Energy Audits

Homeowners have long been rewarded with favorable tax treatment for making energy-efficient improvements. The Inflation Reduction Act, enacted in 2022, expands the tax credit for qualified energy-efficient improvements to help subsidize home energy audits, which can result in even more savings in your utility bills. Recent IRS guidance sheds some light on the credit. Overview The

Tax 
2 Important Breaks for Mature Taxpayers to Consider

If you’re an “experienced” taxpayer, you’re probably entitled to some age-based federal income tax breaks that younger taxpayers can’t claim. Here are some details to help you take advantage of two valuable opportunities to lower your federal income tax obligations. 1. Make Retirement Account Catch-Up Contributions If you’re age 50 or older, you can make extra

Retirement Planning 
How New Retirement Plan Emergency Savings Accounts Work

Starting in 2024, employers can offer their non-highly compensated employees the option to participate in emergency savings accounts that are linked to their company-defined contribution retirement plan accounts. This option was introduced in the SECURE 2.0 Act. Defined contribution plans include 401(k) plans. Employees can then make contributions out of their salary to fund their

401(k) 
Contributing to a Company Roth 401(k) Account

Does your company give employees the option of contributing to a designated Roth account (DRA)? Roth retirement plan options, such as Roth 401(k)s, are now offered by 88% of employers, according to the latest available statistics from 2022. If your company offers DRAs, you should consider contributing to one, particularly if you expect to pay

Culture 
H/D Madness Results!

Last month, our very own March Madness competition came to a close. The five weeks of games went as follows: Week 1 – Connect Four Week 2 – Jenga Week 3 – Sequence Week 4 – Pentago Week 5/Championship – Corn Hole Our 2024 champion is Keanu Landolt!

News 
Tornado Damage and Report of Destroyed Real Property

PROPERTY TAX VALUE FOR TORNADO DAMAGE The Department of Revenue, Property Assessment Division, in Nebraska, reminds real property owners who have suffered significant damage to their property between January 1 and July 1, 2024, that they can file a Report of Destroyed Real Property (Form 425). This report allows the county board of equalization to

401(k) 
Contributing to a Company Roth 401(k) Account

Does your company give employees the option of contributing to a designated Roth account (DRA)? Roth retirement plan options, such as Roth 401(k)s, are now offered by 88% of employers, according to the latest available statistics from 2022. If your company offers DRAs, you should consider contributing to one, particularly if you expect to pay higher

Tax 
Key Rules for Home Office Deductions

Do you work from home all or part of the time? If you’re self-employed and meet certain requirements you can write off a portion of your home office expenses, even if you perform work at other locations. The deduction may be based on the actual expenses you’re able to substantiate – or it may be computed

Tax 
Chart a Tax Course for Business Travel

Are you planning to take a business trip this summer? If your destination is known for its cultural or recreational attractions, you might want to combine some leisure with your business activities. You still may be able to enjoy plenty of tax benefits from the trip – if you stick to a strict tax itinerary. The