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Archive for September 2023

IRS Proposes Tweaks to R&D Tax Credit Form

By PBTSI | September 21, 2023
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Stakeholders have until Oct. 31 to provide feedback on the proposed changes to Form 6765 the IRS unveiled on Friday. Click here to read the article

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Consider These Two Common Strategies to Optimize Your Taxes

By PBTSI | September 19, 2023
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Roth IRA conversions could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments. Click here to read the article

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Recent Posts

  • IRS Proposes Tweaks to R&D Tax Credit Form
  • Consider These Two Common Strategies to Optimize Your Taxes
  • Taking a Break Doesn’t Always Mean Unplugging
  • Preparing for Medical Expenses in Retirement
  • 4 Ways to Invest in Employee Mental Health

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