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Tax Strategy

Tax legislation continues to evolve — what opportunities, and planning measures, have you implemented to prepare?

LET'S GET STARTED WITH THESE KEY AREAS:

ASSESS THE IMPACT OF RECENT LEGISLATION AND NAVIGATE POSSIBLE CHANGES TO YOUR STRATEGY

On Nov. 15, 2021, President Biden signed into law the bipartisan $1.2 trillion Infrastructure Investment and Jobs Act (IIJA) which had previously been approved by both the Senate and the House of Representatives. While major tax provisions on the Biden administration’s agenda are included in the Build Back Better Act, which remains under consideration by the House and the Senate, the IIJA contains not only significant federal investments in America’s infrastructure over the next five years, but also several significant provisions affecting taxpayers.

The Build Back Better Act was passed by the House of Representatives on Nov. 19 and now sits with the Senate for the next steps in the legislative process. If passed into the law, this bill will provide for new social spending initiatives, green energy incentives, and the extension and expansion of tax credits aimed at helping middle- and lower-income taxpayers. The bill is pared down from its original version and many of the initial tax law changes were removed. However, it still includes certain increases to tax on high-income taxpayers, and changes to corporate and international taxation.

Your Rehmann tax advisor can help you to prepare for pending legislation as well as other recent tax law changes. 

CONSIDEROR RE-CONSIDER THE EMPLOYEE RETENTION CREDIT

Many employers did not originally qualify for the Employee Retention Credit (ERC) because of a PPP loan — now is the time to revisit the opportunity. The 2021 Consolidated Appropriations Act removed the PPP loan restrictions retroactively back to 2020 and expanded eligibilty into 2021. This means that businesses that meet all of the other ERC requirements can go back and claim the credit for wages paid in 2020, even if they received a PPP loan.

For 2021, eligible wages include those paid thru September 30, 2021. Additionally, the benefit per employee is increased, the definition of a small employer is expanded, and the gross receipts reduction threshold is reduced. 

Learn more about taking advantage of the Empoyee Retention Credit. 

REVIEW THE TAX IMPACT OF REMOTE WORK

Whether crossing borders means another state or another country,  where your workforce is located, and for how long,  is critical to understand, and determine, the potential tax impact. 

MAXIMIZE THE VALUE OF YOUR WORKPLACE RETIREMENT PLAN

When the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect in 2019, businesses were provided with more time to adopt a retirement plan to make retirement contributions than has been available in the past.

The new IRS Code Section 401(b)(2) lets you make retroactive contributions that are tax-deductible into the prior tax year. This allows you to contribute through the extended due date of your tax return. This is a big change that allows not only the funding of the retirement plan, but also the adoption of the retirement plan in the year following the tax year.

 

Factor in uncertainties, such as proposed tax law changes and other events both within and outside your control, and it’s clear the best estate plans are developed over time and remain agile to adapt to evolving circumstances.

Download our complimentary Essential Guide to Estate Planning today.

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  • Additional Resources
  • Prepare now for potential tax changes outlined in the Build Back Better Act
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  • Consider Solar Tax Credits
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  • Boost tax deductions with corporate retirement planning
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  • Year-end planning
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Estate Plan

It is better to plan than to predict. How are you proactively building a plan to protect your legacy?

LET'S GET STARTED WITH THESE KEY AREAS:

DON'T WAIT, START NOW

We have had a lot on our minds this past year and the idea of “estate planning” often gets brushed aside as something to worry about later, but taking steps today with estate planning – life planning, really – is more important than ever. It’s a critical time to discuss strategies for your specific situation and to ensure you’re in the best possible financial position.

DOCUMENT ORGANIZATION

Do you have the necessary paperwork in place to ensure your family and legacy is protected (wills, power of attorney, medical directives, etc.)? If you do have these documents in place, it may be time to dust them off. A good rule of thumb is to review your estate plan at least once every five years or upon the occurrence of a family update.

FAMILY UPDATES

Have you recently gone through a significant life change, such as a divorce or marriage, or death of a loved one? Are you experiencing family dynamics that should be considered in order to protect your finances?

ASSET REVIEW

We tend to forget that over time our estate values grow, and laws change. Annual review of your personal balance sheet allows us to ensure assets are titled properly, beneficiary designations are current and accurate, and we are thinking about retirement needs, philanthropic goals, and estate and income tax exposure and how we might be able to plan ahead to reduce it.

GIVING BACK

It’s important to understand charitable planning techniques and how they can be an integral part of estate planning.

Factor in uncertainties, such as proposed tax law changes and other events both within and outside your control, and it’s clear the best estate plans are developed over time and remain agile to adapt to evolving circumstances.

Download our complimentary Essential Guide to Estate Planning today.

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  • Additional Resources
  • Act now to take advantage of wealth transfer strategies
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  • Prepare Now and Protect Your Assets
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  • A Good Plan Starts with Thorough Documentation
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  • Smart Estate Planning Moves for Business Owners
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  • Year-end planning
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Personal Financial Plan

Sound financial planning and decision-making is crucial, now more than ever. What does your personal strategy look like and how has it changed?

LET'S GET STARTED WITH THESE KEY AREAS:

TAKE IT ONE STEP AT A TIME

Potential changes to personal tax and estate tax, not to mention other federal tax proposals on the table, are creating confusion and possible inefficiencies. A financial plan helps drive a holistic approach to reach goals, potentially reduce taxes, and provide peace of mind. 

At a high level, think about short-, mid- and long-term goals and needs. It’s important to look forward, but don’t get bogged down in mapping out an elaborate plan— after all, with so much still unknown, assessing your financial planning is sure to be an ongoing endeavor in the upcoming months.

BUILD EFFECIENCIES WITHIN YOUR PLAN

 How does your financial plan integrate with your tax strategies? Do they work together toward your goals? Have you considered utilizing your Health Savings Account for tax-deferred savings opportunities or a Roth IRA, which can be valuable for tax-free growth and a plan to leave a legacy? Smart planning can offer flexibility and provide the opportunity to keep more in your pocket. 

CONSIDER YOUR RISK EXPOSURE

There is always a layer of risk involved, whether in the stock or bond market. While not all stocks, bonds, and cash equivalents have the same types of risk, there is always an opportunity to control your risk. Your advisor can help you assess your financial capacity to invest and offer guidance on possible necessary course corrections. 

Empowered Planning: Your Personal Financial Strategy provides insight and real-time examples of individuals seeking to build and maintain a strong financial foundation during these changing economic times, particularly as tax laws are expected to evolve. Listen on demand as we focus on planning ideas to help you move forward confidently.

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  • Additional Resources
  • Act now to take advantage of wealth transfers
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  • Weighing the pros and cons of an IRA rollover
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  • Four reasons to review your life insurance needs
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Business Transition

From business valuation to tax planning considerations,
the decision to sell your business is a big one.
What does your plan look like ... and what comes next?  

LETS GET STARTED WITH THESE KEY AREAS:

BUILD YOUR PLAN

Planning maximizes value, minimizes taxes, ensures accomplishment of personal and financial goals, and includes contingencies for disability, divorce, death and distress. Planning provides the opportunity to influence strategic direction, attract and retain employees, develop leaders to grow the business, and build and strengthen culture and positive financial affects. Planning secures the family legacy, provides control over the timing and method of the transition and the most effective way to harvest the wealth tied up in business. It also provides a smooth transition.

Transition planning is a very complex process and consulting with experienced professionals will maximize the chances of an optimal outcome, provide objectivity and free up your time to work on getting ready to reap the fruits of your legacy.

MAXIMIZE BUSINESS VALUE

Determine the current value of the business and analyze business drivers to identify opportunities to enhance value. For example, if your management team needs development, or is at risk for departure, or the business relies too heavily on you, training or recruiting needed management talent can increase the value of the business.

ENSURE THAT YOU ARE PERSONALLY AND FINANCIALLY PREPARED

How does the potential value of the business fit into your personal and financial goals for retirement? What will you need to support your desired lifestyle after you exit the business? What resources do you have outside the business? Will you need to continue working for a time after you exit the business? The answers to these questions often determine whether the optimal exit involves a transfer to family members, a management buyout, or a sale to third parties.

Listen to our on-demand webinars on business transition if you are among the family-owned or closely held businesses considering selling.

Empowered Planning: Your Business Transition

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  • Additional Resources
  • What is my company worth? What to expect when assessing your business’ value
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  • What’s your transition strategy? Business transition planning is more important than ever
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  • Pandemic has many considering business exits
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  • Year-end planning
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Cybersecurity

Every four years an organization is hit with a cyber incident. Are you driving your business forward with yesterday's technology at today's speed?

LET'S GET STARTED WITH THESE KEY AREAS:

WORK WITH A TRUSTED PARTNER

When it comes to cybersecurity and keeping your organization as safe and secure as possible, the threat landscape is changing – we’ve all seen the headlines about the latest cyberattacks impacting companies of all sizes, especially in this hybrid working environment. The good news: help is available to lock in a solid and strong cybersecurity strategy for your organization.

FOUNDATIONAL IMPROVEMENTS

With cyberattacks more frequent, more costly, and harder to recover from , it takes comprehensive, proactive defenses to protect organizations. But even the “basics” of IT defense can provide substantial protection. Everyone loves the latest technology. But constant monitoring, testing, and updating of your organization’s defenses are proven, though less “flashy,” methods of strengthening organizational security. For many small- and medium-sized organizations, implementing these foundations can be a big improvement.

BECOME CYBERREADY

Increasingly sophisticated attacks and rising recovery costs are putting pressure on organizations. But it’s also becoming clear how the costs of investing in cybersecurity can be substantially smaller than the costs associated with data breaches. Still, organizations don’t know what they don’t know when it comes to security.

This is where Rehmann’s CyberReady solution can help. It’s a flexible, all-encompassing cybersecurity program for small- and medium-sized businesses delivered in four phases:

  1. Governance, discovery, education: The program begins with education on the makeup and design of a sound IT defense system, including governance structure and organizational policies. We’ll help you identify your organization’s “crown jewels” in terms of data and operations, along with their inherent risks and the potential impact to the organization.

  2. Establish baselines: Next, we meet with individual business areas to further identify data and operational assets, their potential risks, and the likelihood of attacks on them. This establishes baselines around the value and safety of your technology infrastructure and helps determine IT defense priorities.

  3. Fortify defenses: This step focuses on protection and identifying vulnerabilities. Using the latest cybersecurity standards, we evaluate your organization’s technology environment and develop an action plan to bridge any gaps. The end goal is to have your organization able to identify attackers, get them out, and recover as quickly as possible.

  4. Buildout and policy development: The final step formalizes and implements the organization’s chosen governance strategy. It often involves putting in place more controls, written policies, and procedural documentation to keep the organization safe. After following this process, organizations are better suited to defend themselves against breaches. CyberReady is a full-scale program tailored to each organization and focused on keeping critical networks and data safe.
"Rehmann facilitated boots on the ground here to help us start recovering systems and also provided insight and knowledge into how to proceed – the safest way to proceed. They helped us get our business back up and running as quickly and as safely as possible.”– Michigan-based manufacturer that experienced a cyberattack in 2020.

When it comes to your organization's technology and security, you may be on the right track — you recognize that constant monitoring, testing, and updating of your organization’s defenses are critical — but technology is complex and evolving at a faster pace than most can keep up with. View our on-demand webinar to learn more.

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  • Additional Resources
  • How one Michigan manufacturer survived a painful cybersecurity attack
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  • Manage vendors, manage risk
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  • Year-end planning
VIEW WEBINAR

Workforce/Operations

You've stayed the course through change and disruption, what does your path forward look like? 
 

LET'S GET STARTED WITH THESE KEY AREAS:

ASSESS YOUR WORKPLACE

Conducting business through a pandemic has taught us what’s possible when remote work moved from optional to mandatory, when former in-person meetings went virtual, and travel was reduced. Ask yourself these questions:

  1. Do you have the right people, technology, and other resources in place?
  2. How are you addressing the need for digital transactions (paperwork, billing, payment) and do you have the correct tools in place to accommodate these digital processes?
  3. How are you incorporating cybersecurity and risk management best practices into processes and procedures?

KNOW THE STRENGTH OF YOUR IT ENVIRONMENT

Some 75% of U.S. businesses have associates working remotely, and with this comes both advantages and challenges. Technology use and your business’ exposure to potential cyber attacks should be a top priority. Do you know the strength of your organization’s cybersecurity? Here are three steps to consider:

  1. Governance: what is your IT strategy?
  2. Data identification: what are your business’ “crown jewels” that need protecting?
  3. Protection strategy: do you have a strategy in place to protect those “crown jewels,” or proprietary company information?

TAKE ADVANTAGE OF CASHFLOW IMPROVEMENT

A critical step in monitoring cashflow, a 13-week cash flow model is a dynamic planning tool used to bring actuals and forecasts together. Maintained on a rolling basis, it can help you with:

  1. Visibility: Longer outlook supports management decisions
  2. Engagement: Requires essential input throughout the organization
  3. Planning: Projects sources and uses of cash; monetizes the impact of decisions and allows for monitoring and adjusting
  4. Focus: Allows for prioritizing and execution of tasks to achieve the cash plan

Our webinar, Empowered Planning: Your Operations provides insight and real-time examples of businesses like yours finding success in their “new normal” operations. Listen to this on demand session led by Rehmann's Solutions team.

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  • Additional Resources
  • Smarter, Better, Faster: Outsourcing solutions for efficient operations
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  • Here's how small businesses can move past long-term challenges
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  • Year-end planning
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  • Choosing the right service provider
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Guide: Estate Planning Strategies
Guide: Employee Retention Credit

Guide: Keeping your cashflow on point

Contact Us Today
5 Ways to Start Empowering Your Planning Today

Financial Institutions Board Insights Download

Empowered Planning: Your Quarterly Update

Key learning objectives:

  • Federal Tax provisions
  • International Tax Proposals
  • How to capitalize on your corporate retirement plan
5 Steps toward empowering your operations

Empowered Planning: Your Business Transition

Key learning objectives:

  • How to determine the right time to sell. We’ll talk through the essential questions to ask yourself about your business, the importance of knowing what your organization is worth (and is it enough to retire on or to move on to another venture?), and identifying the people to surround yourself with during this critical, and likely emotional, time in your life.
  • The right next steps once you decide to sell. From financial due diligence to valuation and more, we’ll cover what to do once you decide the time to sell is now, or sometime in the near future.
  • Essential tax considerations. Our experts will break down the critical components of tax planning when going through a business transition, so you’re prepared for the sale itself as well as the days following.
From our CEO

At Rehmann, we strive to be The Firm of Choice not only for our clients, but for our associates as well. As our company grows – our team numbers 800 and counting – we continue to focus on training and development, to provide our clients the best solutions from the most knowledgeable team.

Here’s what Rehmann delivers: an outstanding environment full of professional challenge and reward; a culture based on putting people first and celebrating an entrepreneurial spirit; and opportunities to enrich the lives of those we serve. Passion, collaboration, and trust drive everything we do. If this sounds like you, we hope you connect with us for your next opportunity.

Kind Regards,

Randy Rupp, CPA
CEO

Your Essential Estate Planning Guide

Cybersecurity at a Crossroads

Key learning objectives:

  • Find your footing in a shifting technology landscape. Your workforce has gone remote, attack vectors have grown, and the use of cloud applications is on the rise. Are you confident your security has kept pace with all the changes?
  • Get real about your risks. Increasingly sophisticated attacks and rising recovery costs are putting pressure on organizations. Learn how to quickly calculate your risk.
  • Strengthen your security. We’ll share the foundational elements every organization needs in place for a strong cybersecurity program, as well as pinpoint the questions your security team should have answers to.
Empowered Planning: Preparing for Your Year Ahead

Key learning objectives:

  • Navigate critical changes in tax legislation. Understanding the potential impact of the Build Back Better Act and planning opportunities to consider. 
  • Take advantage of cashflow improvement. Tactics to build visibility, engagement, planning strategies and focus into your projections. 
  • Assess your workplace. Proactive ideas to evaluate if you have the right people, technology, and other resources in place. 
Webinar: 2022 GOVT GAAP Update

Key learning objectives:

  • Recently issued GASB statements
  • Implementation guidance
  • New standards expected to be released in 2022
  • Ongoing projects