David Cooper Archives - Walter Shuffain

Preparing for Healthcare’s Regulatory Environment Shift

Healthcare providers are approaching a major regulatory shift. On May 11, the Federal Public Health Emergency (PHE) for the COVID-19 pandemic will lapse, ending or sunsetting regulatory changes which greatly benefited providers during the pandemic. The end of the PHE,…

Costs and Benefits of the Inflation Reduction Act for Real Estate & Construction

The Inflation Reduction Act’s (IRA’s) expansion of key energy efficiency tax incentives – such as the 179D energy efficient commercial buildings deduction and the 45L new energy efficient home credit – is anticipated to have a significant impact on real estate and construction industry.…

Will your tax bracket change in 2023?

The IRS has released the updated tax brackets, deductions, and credits for the 2023 tax year. While tax filing for this year won’t happen until early 2024, it’s important to pay attention to your tax rate. Strategizing now can help…

Secure Act 2.0 Updates Retirement Plans Starting in 2023

The new Secure Act 2.0 legislation expands upon the Secure Act of 2019 with updates to retirement savings plans across the country. Here’s what you need to know. Automatic Enrollment Requirements Plan sponsors of 401(k) and 403(b) plans will be…

Individual Tax Planning: 6 Steps to take before year-end

As the year ends, taking action on potential ways to lower your individual federal tax bill for the year is important. While previous years have been rife with change, the tax code has seen minimal edits this year. Keep reading…

Time to Make Your Business Year-End Tax Moves

With increasing costs due to inflation putting a strain on cash flow, lowering your tax liability is one way to help your business. While there are often many tax changes in any given year, 2022 has been slow in comparison. …

Funding a Buy/Sell Agreement with Life Insurance

Written by: David Cooper, CPA Any time multiple owners in a business are active in day-to-day operations, the business owners should have a buy/sell agreement. A buy/sell agreement is a binding contract between co-owners that controls when owners can sell…

Tax-Free Capital Gains: Understanding the Qualified Small Business Stock Gain Exclusion

Written by: David Cooper, Joseph Bellante, and Mark Trunfio Many high-net-worth individuals are unaware of an incredibly valuable tax incentive: Section 1202 of the Internal Revenue Code, also known as the qualified small business stock gain exclusion. This tax-planning tool…

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