Monthly Newsletter for July 2024
Photo by Markus Winkler on Unsplash

Monthly Newsletter for July 2024

Featured Articles

Independent Contractors: Classify Carefully

Many businesses use independent contractors to help keep their costs down and provide flexibility for short-term needs. But the question of whether a worker is an employee or an independent contractor is complex. Be careful that your independent contractors are properly classified for federal tax and employment tax purposes, because if the IRS reclassifies them as employees, it can be an expensive mistake.

5 Strategies for Improving Collections

Businesses that operate in the retail or restaurant spheres have it relatively easy when it comes to collections. They generally take payments right at a point-of-sale terminal and customers go on their merry way. For other types of companies, it’s not so easy. Collections can be particularly difficult for business-to-business operations, which often find themselves in complex relationships with key customers. In these businesses, it’s often not as simple as “pay up or hit the road.”

Renting to Family Members

As rents continue to rise in many areas, you may decide to help your financially challenged family members by renting a property to them at a discount. But this can lead to the loss of significant tax deductions. Here's a look at the tax treatment that applies when you rent to unrelated parties and how the rules change when you rent to relatives.

Tax Tips

HSAs Can Be Powerful Retirement Saving Tools

Handle Your 401(k) Rollover With Care

Valuable Tax Credit Available for Energy-Efficient Homes

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QuickBooks Tips

Having Trouble Budgeting? QuickBooks Online Can Help

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Tax Due Dates

July 15

Employers: Deposit Social Security, Medicare and withheld income tax for June if the monthly deposit rule applies.

Employers: Deposit nonpayroll withhold income tax for June if the monthly deposit rule applies.

July 31

Employers: Report Social Security and Medicare taxes and income tax withholding for the second quarter of 2024 (Form 941) and pay any tax due if all of the associated taxes due weren’t deposited on time and in full.

Employer: File a 2023 calendar-year retirement plan report (Form 5500 or Form 5500-EZ) or request an extension.

August 12

Individuals: Report July tip income of $20 or more to employers (Form 4070).

Employers: Report Social Security and Medicare taxes and income tax withholding for second quarter of 2024 (Form 941) if all associated taxes due were deposited on time and in full.

Click here to read the rest of the newsletter.


Please call us at (949) 251-0093 if you have any questions.

Afshin R. Maleki, CPA

4000 MacArthur Blvd., Suite 600 East Tower

Newport Beach, CA 92660-2517

virtualcfoservices.com?

(949) 251-0093


Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.


Ciara MacMahon

Transforming CPA Practices with Scalable Growth Strategies | Build a High-Performing Team!

8 个月

Great post – thanks for sharing!

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