Wealth Strategies
- Filter:
HORNE COVID-19 Resources
This page brings together resources and insights to help make change an opportunity for, instead of a disruptive force on your business.
IRS Releases Inflation-Adjusted Tax Limits and Deductions for 2021
On Monday, the Internal Revenue Service officially released its list of inflation-adjusted tax limits and deductions for 2021.
Trump vs. Biden Tax Proposals
One way to manage the economic recovery is through changes to the current tax law. This chart examines the differences between the proposals under current President Donald J. Trump and Democratic nominee Joe Biden.
New IRA Rules Under SECURE Act
Traditional and Roth IRAs are now undergoing a pretty significant change due to the passing of the SECURE Act late in 2019. There are four main points that both account owners and beneficiaries should be made aware of that went into effect beginning January 1, 2020:
2020 Election: Potential Tax Impacts
With the 2020 election only two months away, voters are considering both candidates’ plans, including their tax policy plans.
Mississippi Extends Filing Deadlines Again
Mississippi extended the deadlines to file and pay individual and corporate income taxes from May 15 to July 15, 2020.
Funding & Forgiveness: Exploring the CARES Act & Mississippi State Tax Incentives
The SBA's PPP loan, its forgiveness & unclaimed Mississippi state tax incentives provide opportunities for businesses impacted by the COVID-19 quarantined.
SBA 7(a) Paycheck Protection Program Forgiveness Assistance Information
Applicants that submit complete, supported forgiveness information will receive the maximum loan forgiveness and have their approvals processed quickly.
Beware: Phishing Emails Target COVID-19 Small Business Loans
Hackers are using the rush to obtain loan proceeds as an opportunity to take advantage of unsuspecting business owners. You must remain vigilant regarding this and other phishing attempts.
U.S. Chamber Foundation Launches Save Small Business Fund
The U.S. Chamber of Commerce Foundation launched the Save Small Business Fund to provide assistance to small business owners impacted by coronavirus.
Act Now to Benefit from SBA Relief Loan
SBA 7(a) Relief Loans offered under the PPP cover payroll and other specific expenses for small businesses for an eight-week period.
SECURE Act Update
SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is the new law intended to expand opportunities for individuals to increase their retirement savings.
Make 2020 a Great Financial Year
It’s that time of year when everyone is looking at a clean slate and seeking to make resolutions to be better. But don’t forget your 2020 financial goals.
What Lies Ahead for the 2020 Tax Year
The 2019 tax year is quickly coming to an end and we are getting closer and closer to a new tax filing season.
How Much Can You Gift?
A gift tax is imposed on anyone who gives money or property to another individual or trust without receiving equivalent value in return. This applies but is not limited to cash gifts, investments, interest in a business, and real estate.
Eight Ways to Exit Your Company
Are you ready to leave? You have options, and we can help you choose and follow the right path for you.
Planning for Your Business Exit
Most retirees live on 95 percent or more of the pre-retirement income. Are you ready to leave on your own terms with the retirement you want?
Sell Your Business Now…or Later?
Owners sometimes choose to not sell out of fear of the unknown or wait too long.
Estate Planning or Exit Planning?
Knowing which to start first is a challenge. We begin by understanding your underlying goals and then working toward leveraging both estate and exit planning.
Section 199A Safe Harbors for Rental Property
In 2017, the Tax Cuts and Jobs Act introduced a 20% deduction for qualifying business income of small business owners, known as Section 199A.
Opportunity Zones: What Are They and How Do They Work?
One of the most intriguing and discussed elements of recent tax reform is the creation of Qualified Opportunity Zones, which are economically-distressed communities where new investments, under certain conditions, may be eligible for preferential tax treatment.
Back to School Parents Planning for College
A new school year brings you another year closer to sending your child off to college. Don’t put off saving for this important investment another year.
