The Great Transition: Why the Coming Wave of Boomer Retirements Is the Opportunity of a lifetime
Every few decades, there’s a shift so big that economists, journalists, and business thinkers can’t stop writing about it. Right now, that […]
Understanding Designated Roth Accounts: Benefits, Contributions, Distributions, and Tax Implications
In the realm of retirement savings, the designated Roth account stands out as a unique option that offers tax-free growth and withdrawals under […]
Get Ready: Tax Season Is Closer Than You Think
Tax time is just around the corner, and if you are like most taxpayers, you are probably facing the ominous chore of compiling records […]
Last-Minute Year-End Tax Tactics: Maximize Your Business Savings Now!
As the year draws to a close, small business owners find themselves in a crucial period for financial organization and tax strategy […]
Year-End Individual Tax Planning Opportunities
Year-end is rapidly approaching, as are the holidays. So, before you become distracted with the seasonal celebrations, it may be in your best interest […]
Unlocking Tax Savings with Deductions Beyond Itemizing
In the complex world of tax deductions, understanding the distinctions between above-the-line deductions, below-the-line deductions, and standard and itemized deductions is crucial […]
IRS Shifts to Paperless Refunds: What This Might Mean for You
In a move set to redefine the refund process, the Internal Revenue Service (IRS), in collaboration with the U.S. Department of Treasury, […]
Cash Flow vs. Profit: The Hidden Reason Healthy Businesses Struggle
When a “Good Year” Still Feels Tight You finally have a year where sales are up and the books show a profit, […]
Tax Advantages of Qualified Charitable Distributions (QCDs)
Qualified Charitable Distributions (QCDs) are a highly effective tool in the tax planning toolkit, particularly for retirees who must take Required Minimum […]
Sansiveri Ranked #2 on Accounting Today’s 2025 Best Firms for Young Accountants List
We’re proud and honored to share that Sansiveri, Kimball & Co., LLP has been recognized by Accounting Today as one of the […]
Rhode Island’s RISavers Program: What Employers Need to Know
Rhode Island has launched RISavers, a new state-facilitated retirement savings program designed to help small and mid-sized businesses provide employees with an […]
Plan Now For the 2027 Revival of Opportunity Zone Investment Tax Breaks
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced Opportunity Zones to foster economic development in underserved communities while offering significant […]