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How To Get Through a Personal Tax Audit

Selected for an audit? It doesn't always mean there's a problem. But you should have a plan to address it to get through the audit as painlessly as possible. Click through for tips on what to do if the IRS selects you.

Metrics for Determining Financial Wellness Program Success

Although many employers offer financial wellness programs, only a minority actually measure their effectiveness. Click through to see why measuring your financial wellness program is essential — and how to do it.

An Overview of Federal and State Overtime Exemption Laws

Depending on where you do business, some of your employees may be subject to federal and state overtime exemption laws. Click through for a primer on the complex rules that govern overtime requirements.

Can You Use a Credit Shelter Trust?

A credit shelter trust, which is created after the death of one's spouse, may be able to help with estate taxes. If you have enough assets to make estate tax an issue, it may be right for you. Click through to see how CSTs help assets pass tax-free to your heirs.

Should You Hire a Virtual Assistant?

Virtual assistants generally take charge of administrative tasks so you can focus on your job and your personal life. Click through to learn how they can help with bookkeeping, scheduling and email management.

What Is Imputed Income?

Do you provide taxable fringe benefits to your employees? If so, the value of the item is considered imputed income. Click through to learn how laws about imputed income can affect your company.

5 Steps for Building Customer Loyalty

The pandemic changed the retail world, and these changes may be long-term. How can companies adapt and work with customers in new ways? Click through for key tips on building customer loyalty.

The Spousal Lifetime Access Trust: A Near-Perfect Tool?

The SLAT is not one of the better-known trusts, but it's hard to see why: some advisors have called it one of the smartest trust options available. Click through to see how this adaptable tool can help your family.

Kim & Lee
Kim & Lee, LLP
info@kimleecpas.com
2305 W. 190th St. Suite 100
Torrance, CA 90504
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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