Michael Zuniga’s Post

Wolters Kluwer highlights key 2024 tax relief options for those impacted by recent natural disasters like Hurricane Helene, including filing extensions, loss deductions, and penalty-free retirement fund access. Our thoughts are with those affected during this challenging time. #TaxRelief

With the election just around the corner, understanding potential changes in #tax policy is crucial. Join us on Oct. 16 for a stimulating and timely discussion over a virtual cup of coffee as we delve into the upcoming election and its far-reaching implications on tax policy. Whether you're an individual taxpayer, a private equity firm, or a corporation, this conversation is one you can't afford to miss! Register here: #ElectionYear #TaxPolicy #VirtualCoffeeTalk #Election

Exciting news! Wolters Kluwer has teamed up with CalCPA to offer CCH Axcess™ Beneficial Ownership to California accounting professionals. This innovative tool simplifies BOI filing and compliance under the Corporate Transparency Act. Ready to streamline your clients' reporting requirements? Explore how this new solution can enhance your advisory services. #WoltersKluwer #CalCPA #BeneficialOwnership #BOICompliance

Vice President Kamala Harris' proposed unrealized capital gains tax targets the ultra-wealthy, impacting less than 1% of taxpayers with net worths over $100M. Contrary to some social media claims, most Americans would not be affected. Learn more about how this plan could reshape #tax policy.

During the week of Sept. 30, the IRS provided guidance addressing long-term, part-time employee eligibility rules, which apply to certain 403(b) plans beginning in 2025. Further, the IRS ruled that European Energy Exchange, a regulated exchange of Germany that offers electronic trading, is a qualified board or exchange. Read more:

Did you know that budgeting has always been available in the Staffing section of the Control Sheet within CCH Axcess Workflow? To allow for more detailed budgeting, you can select the Checklist Budget Method; you can set budgeting by Staffing or Checklist within the Task Type. Learn more:

The 2024 election could impact your taxes! Kamala Harris aims to raise corporate taxes and restore the child tax credit, while Trump focuses on extending 2017 tax cuts. Mark Luscombe warns that Harris’ plan to tax unrealized gains could create stock market pressure. Stay informed! #Elections2024

With the 2024 election just weeks away, soon-to-be retirees should be mindful of potential market volatility. Mark Friedlich, VP of Government Affairs at Wolters Kluwer, highlights key policy shifts that could impact your retirement plans. Delaying may be worth considering. #Retirement #2024Election

Small firms, we're here for you! 🌟 At Wolters Kluwer, we’re dedicated to providing the tools, resources, and insights to help your firm thrive. The future is bright, and forward-thinking accountants are discovering innovative ways to succeed. Your journey starts now, and we’re excited to be part of it! View resources here: #SmallFirms #AccountingInnovation #WoltersKluwer

During the week of Sept. 23, the FinCEN withdrew a 2018 proposed rule prohibiting U.S. financial institutions from opening or maintaining a correspondent account for or on behalf of ABLV Bank. The IRS ruled that Bourse de Montréal, a regulated exchange of Québec, Canada that offers electronic trading, is a qualified board or exchange. Read more here: