July Insights Newsletter
Article | July 17, 2024
Authored by Johnson & Sheldon, PLLC
NEWS
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2024 Amarillo Community's Choice Awards Nomination Ballot
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We are pleased to announce our continued relationship with RSM, a compelling, digital, global organization serving the assurance, tax and consulting needs of middle market companies worldwide. As a former member of the RSM Alliance, we look forward to working with RSM as a client in the firm’s new Professional Services+ Practice, which provides professional services firms in accounting, consulting, law and other professions access to a wide range of client-centric services, leading tools and tailored solutions to accelerate growth. In addition, PS+ clients may participate in the PS+ Collaborative, a value-added client benefit that facilitates peer-to-peer engagement around the unique and evolving needs of professional services organizations, and their clients and employees through annual conferences, peer groups, workshops, roundtables and other interactions.
INSIGHTS
Is your payroll process accurate, secure and compliant?
A payroll process review can support risk mitigation, data accuracy and security, and improve efficiency so it can better support your business.
Proactive Tax Strategies for High-Earning Taxpayers
The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax obligations. This video provides strategies for optimizing your financial situation while staying within the bounds of the law.
Plan Ahead for Changes to the Lifetime Gift & Estate Tax Exclusion
Are you prepared for the upcoming cut in the lifetime gift and estate tax exclusion? Learn how proactive planning can maximize your tax savings before exemption levels drop.
Let's Talk!
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At Johnson & Sheldon, PLLC, we’re transforming the meaning of financial consulting by helping our clients achieve results-driven financial solutions.
Based in Amarillo, TX, and with additional locations in Hereford and Pampa, TX, we’re a leading accounting firm in the Texas Panhandle that combines over 30 years of industry experience. Our staff is affiliated with AICPA, the Texas Society of Certified Public Accountants, and we’re up to date with industry standards.
Whether you need help at tax time or year-round, we’re the firm that’s dedicated to helping you achieve financial security, stability, and long-term success.
For more information on how Johnson & Sheldon, PLLC can assist you, please contact us: Amarillo | Pampa | Hereford