Zook Dinon PA Director Susan Haggerty was a moderator at the Best Practices for Launching & Managing SBIC Funds: Outlook is Brightening for Building Successful SBIC Funds conference on March 21, 2019 in New York City. The conference was hosted by Capital Roundtable, America’s leading conference company for the middle-market private equity community, focusing on the “need-to-know” information needs of general and limited partners, and their colleagues and portfolio company managers.
Susan’s expertise in the area of SBIC fund administration was evident as she shared her insights regarding SBA compliance as the moderator for a panel titled “Avoiding SBIC Fund Stumbling Blocks – Valuation Rules, Regulations, & SBA Guidelines.” Her experience in this area engaged the audience as she discussed the importance of adhering to the guidelines and ways to improve the process of doing so. She highlighted resources that funds can utilize in order to ensure proper conformity with the SBA.
For more information regarding fund administration, click here.
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On January 9, 2019, Jack Zook, Founder of Zook Dinon, was granted emeritus status by LaSalle University.
Emeritus status is granted to a select group of retired faculty members for a record of long and distinguished service to the university. The honor is granted only upon recommendation by the university’s faculty, chairperson, and dean.
Jack served as a full time, tenured faculty member in the LaSalle University accounting department for 40 years, during which time he taught and developed a number of tax and financial planning courses to undergraduate and graduate students.
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With year-end approaching, now is the time to take steps to reduce your 2018 tax bill. Below are some year-end tax planning strategies to consider, taking into account changes included in the Tax Cuts and Jobs Act (TCJA).
- Standard v. Itemized Deduction
- Investment Gains and Losses
- Retirement Planning
- Depreciation and 179 Deduction
- Pass-Through Business Income Deduction
For additional information regarding individual planning strategies, Click Here
For additional information regarding business planning strategies, Click Here
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On a Friday in July ZD offices were closed, employees put up their “out of office” and volunteered for the day at Cradles to Crayons. Cradles to Crayons is an organization which fights the battle of childhood poverty and provides kids with the essentials they need, free of charge. Employees not only donated their time, but also various items such as clothing, books, baby products, and school supplies to support the cause.
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Zook Dinon PA is proud to announce that Andrew R. Beck, a Director with the firm, was awarded La Salle University’s Michael A. DeAngelis Award on May 3, 2018. The Michael A. DeAngelis Award was established at La Salle University to celebrate the former accounting faculty member Michael “Iron Mike” DeAngelis. The professor spent 34 years teaching and mentoring accounting majors at La Salle, but is especially remembered for his tenacity in assisting students with securing employment upon graduation from the University. The distinguished award is presented annually at the University’s accounting awards dinner and celebrates outstanding achievement in the accounting profession.
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Pennsylvania Department of Revenue has released a fact sheet discussing when payers of Pennsylvania source income and lessees of Pennsylvania real estate to non-residents must withhold and when a copy of Federal Form 1099-MISC must be filed with Pennsylvania.
Beginning January 1, 2018, anyone making the following payments must withhold at the personal income tax rate (3.07%) :
- Pennsylvania source non-employee compensation or business income to a nonresident individual or disregarded entity with a non-resident member; or
- Lessees of Pennsylvania real estate who make lease payments in the course of a trade or business to a non-resident lessor.
Withholding is optional for payers or lessees paying less than $5,000 annually. Any taxpayer required to withhold must apply for a 1099-MISC withholding account by completing a PA-100 Pennsylvania Enterprise Registration Form.
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The recently enacted Tax Cuts and Jobs Act (“TCJA”) is a sweeping tax package. Below are overviews of some of the other changes in the new law. Unless otherwise noted, the changes are effective for tax years beginning in 2018.
Alternative Minimum Tax (AMT), Click Here
Bonus Depreciation, Click Here
Cash Method of Accounting, Click Here
Like Kind Exchanges, Click Here
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The recently enacted Tax Cuts and Jobs Act (TCJA) is a sweeping tax package. Below are some of the more important elements of the new law that have an impact on individuals. Unless otherwise noted, the changes are effective for tax years beginning in 2018 through 2025.
Individual Tax Overview, Click Here
State and Local Tax Deduction, Click Here
20% Deduction Qualified Business Income, Click Here
Home Mortgage Interest, Click Here
Child Tax Credit, Click Here
Alimony, Click Here
Qualified Tuition Programs (529), Click Here
Estate and Gift Tax Exemption, Click Here
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The recently enacted Tax Cuts and Jobs Act (“TCJA”) is a sweeping tax package. Below are overviews of some of the more important business tax changes in the new law. Unless otherwise noted, the changes are effective for tax years beginning in 2018.
Business Tax Overview, Click Here
Individual and Business Income Tax Rates, Click Here
Partnership, S Corporation, and Pass-Through, Click Here
Business Credits, Click Here
Foreign Provisions, Click Here