K·Coe Insights: Posts from category

Tax & Accounting

Green Book Summary: Expectations for Upcoming Tax Reform

By K·Coe Editorial | June 3, 2021
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Reading Time: 3 minutes Alongside the release of President Biden’s budget proposal, the Department of Treasury has published its “Green Book” – comprised of insights into the tax proposals that make up some of the line items of the budget. While the President’s budget proposal has no effect of law, its details do typically …

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How to Secure and Update an Estate Plan Ahead of Changes

By Jim Rein | May 17, 2021
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Reading Time: 2 minutes With the buzz around Washington, D.C. about the looming tax changes ahead, estate planning is on top of the list to have the most potential for impacts to individuals and business owners.  “Our phones have seen a definite uptick in activity with questions about considerations and alterations around estate plans, …

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California Businesses Get Answers on PPP Deductibility: Summary of Assembly Bill 80

By K·Coe Editorial | April 30, 2021
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Reading Time: < 1 minute The debate on deductibility of qualifying expenses paid with funds provided under the CARES Act or Consolidated Appropriations Act (CAA) has finally concluded for California businesses as Governor Newsom officially signed Assembly Bill No. 80 (AB 80) into law on April 29, 2021. What AB 80 means for California businesses  …

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Summary of Proposed American Families Plan

By K·Coe Editorial | April 28, 2021
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Reading Time: 2 minutes President Biden will unveil the details of the American Families Plan during his first address to Congress tonight (April 28, 2021). The proposal is a $1.8 trillion investment in education, childcare, and family leave. To finance the American Families Plan, the Biden Administration proposes raising various taxes on wealthy Americans. …

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Your Tax Planning Checklist: Are You Well Positioned for Changes Ahead?

By K·Coe Editorial | March 30, 2021
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Reading Time: 2 minutes With so many changes under the CARES Act, and with new administration policies yet to be determined, it’s important to note that while tax planning remains a challenge for the foreseeable future, it’s crucial to prepare for multiple scenarios and outcomes right now. While many business owners and executives leave …

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Congress Passes American Rescue Plan: Summary of Key Impacts

By K·Coe Editorial | March 10, 2021
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Reading Time: 3 minutes The American Rescue Plan Act of 2021 (H.R. 1319) is nearing the finish line. Earlier today, the U.S. House of Representatives passed the $1.9 trillion dollar package following Senate passage last week. President Biden is expected to sign this legislation into law on Friday. The Act is designed to address …

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A Look at the Modern Audit: Are You Missing Out?

By K·Coe Editorial | February 23, 2021
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Reading Time: 2 minutes While most companies think of audits as an annual necessity, the vast majority typically keep to the same old standards and don’t know to ask for more. But the modern audit process has changed, and businesses should raise their expectations accordingly. Today’s audit should extend beyond bringing in accountants to …

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Estate Tax Planning: Possible Changes Ahead

By Jim Rein | February 16, 2021
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Reading Time: 2 minutes No matter what the presidential outcome, there was never any question that the outlook for estate tax planning would be different in 2021.  How much different was dependent upon who controlled the presidency and the Congress.  With Democrats now in power on both of those fronts, the logical question now …

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