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The latest news from Connolly Steele about personal & business accounting, payroll & tax services plus financial advice & planning.

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Plan now to make tax-smart year-end gifts to loved ones

ConnollySteele

Oct 19, 2022
3 min

Plan now to make tax-smart year-end gifts to loved ones

Are you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift taxes to their children or other recipients...

Businesses can show appreciation — and gain tax breaks — with holiday gifts and parties

ConnollySteele

Nov 15, 2021
2 min

Businesses can show appreciation — and gain tax breaks — with holiday gifts and parties

With Thanksgiving just around the corner, the holiday season will soon be here. At this time of year, your business may want to show its...

Planning for year-end gifts with the gift tax annual exclusion

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Sep 13, 2021
3 min

Planning for year-end gifts with the gift tax annual exclusion

As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly...

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