Insights/News

Apr 4 2023

Reminder – 2023 1st Quarter Estimates

2023-03-17T09:53:04-04:00April 4, 2023|

Newburg | CPA News Brief April 4, 2023 As a reminder, 2023 1st quarter estimates are due April 18th, 2023. Your 2023 quarterly estimated coupons and instructions would have been included with your completed 2022 tax return if applicable. The 1st Quarter estimate payments can be made on-line or [...]

Mar 28 2023

TRACKING YOUR ‘NORMALIZED EBITDA’ ANNUALLY

2023-03-10T13:29:20-05:00March 28, 2023|

Newburg | CPA News Brief By David R. Natan, CPA, MST, CVA March 28, 2023 Within the due diligence and valuation world, one of the more time-consuming areas spent by advisors pertains to helping recreate a company’s ‘normalized EBITDA’. Properly calculating this metric can often be a difficult and [...]

Mar 21 2023

Year-End Rules for IRAs

2023-03-10T14:17:22-05:00March 21, 2023|

Newburg | CPA News Brief Newburg Staff Writer March 21, 2023 Individual Retirement Accounts (IRAs) are a common way to save for retirement. If you currently have an IRA, or are considering opening one soon, there are several year-end rules that you should know. Contribution Limits:  You may contribute up to a [...]

Mar 14 2023

Addressing IP in an estate plan can be tricky

2023-02-17T13:46:44-05:00March 14, 2023|

Newburg | CPA News Brief March 14, 2023 Over your lifetime, you may have accumulated a wide variety of tangible assets, including automobiles, works of art and property, that you’ve accounted for in your estate plan. But intangible assets can easily be overlooked. Consider intellectual property (IP), such as [...]

Mar 11 2023

Improve Your Brewery or Distillery Cash Flow with the R&D Tax Credit

2023-03-14T12:22:15-04:00March 11, 2023|

Newburg | CPA News Brief By David R. Natan, CPA, MST, CVA Originally Posted January 19, 2022  Brewery and distillery entrepreneurs have faced many obstacles over the last few years, navigating such challenges as pandemic-driven shutdowns, taproom spacing, stimulus complexities, and supply chain snags. Newburg | CPA offers account [...]

Feb 14 2023

Should you consider a psychiatric advance directive?

2023-02-03T07:56:47-05:00February 14, 2023|

Newburg | CPA News Brief February 14, 2023 Many people include health care powers of attorney or advance directives in their estate plans so they have some influence over critical medical decisions in the event they’re incapacitated and unable to make decisions themselves. A psychiatric advance directive (PAD) is [...]

Jan 31 2023

What does “probate” mean?

2023-01-19T14:23:05-05:00January 31, 2023|

Newburg | CPA News Brief January 31, 2023 The term “probate” is one you’ve probably heard and might associate with negative connotations. But you may not fully understand what it is. For some people, the term conjures images of lengthy delays waiting for wealth to be transferred as well [...]

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