Keep track of everything happening with the Kruggel Lawton team – from tax deadlines and chamber networking, to community involvement and special events.
Forms 1095-B and/or 1095-C are required to be filed with the IRS by February 28, 2018, if filing by paper, or April 2, 2018, if filing electronically. If you are a health insurance issuer, self-insured employer, government agency, or other entity that provides minimum essential coverage to an individual during a calendar year, you must report certain information about the coverage that you provide to the IRS. If your organization is an applicable large employer, you must report to the IRS…
Find out more »The Tax Cuts and Jobs Act, signed into law on December 22, marks the largest overhaul of U.S. tax policy in decades. Is your nonprofit organization ready for the change? Regardless of organizational type (i.e. charity, private foundation, trade association, or education institution), all nonprofits are bound to feel the effects of the new tax legislation soon. To ensure they are not caught off guard, nonprofit leaders must take steps to understand the provisions’ potential impact on their organization. Join…
Find out more »The new revenue standard (ASC 606) represents a significant change in accounting principles that will affect virtually all nonprofit organizations of all sizes and types. ASC 606 goes into effect in 2018 (public companies including some nonprofit organizations with tax-exempt debt) and 2019 (private companies and all other nonprofit organizations). Join nonprofit professionals from BDO for a webinar that will provide a comprehensive overview of the key principles, five-step model, significant judgments involved, and presentation and disclosure requirements of the…
Find out more »This is the deadline for filing a 2017 S Corporation or Partnership return or extension. S Corps: File a 2017 calendar year income tax return (Form 1120 or Form 1120S) and pay any tax still due. If you want an automatic 6-month extension, file Form 7004 and deposit what you estimate you owe. Partnerships: File a 2017 calendar year return (Form 1065) and provide each partner with a copy of Schedule K-1. If you want an automatic 6-month extension to file the…
Find out more »Deadline to electronically file information returns (Forms 1098/1099/W-2G) with the IRS. Paper file deadline was January 31, 2018. Form 1099-MISC without a Box 7 amount should also be filed electronically on this date.
Find out more »In most years, Tax Day is April 15, a date that is well known by many people. However, April 15, 2018, falls on a Sunday, and Monday, April 16, is the date of observance for a Washington, D.C., holiday known as Emancipation Day. So the tax deadline is the following day - April 17. You can file your 2017 tax return as early as January 1, although as of November 3, the IRS has not yet announced when it will…
Find out more »Busy season will soon come to an end and Kruggel Lawton's team will be singing "Ob la di, ob-la-da, life goes on" and "Here Comes the Sun"! It just seemed like a natural fit that we sponsor the Mendel Center's Beatles tribute concert to celebrate. Experience a Beatles' concert the way it was performed over 50 years ago with 1964 THE TRIBUTE, coming to The Mendel Center in Benton Harbor, Mich., on SATURDAY, APRIL 21, at 8 pm. Rolling Stone…
Find out more »Deadline for nonprofit organizations to file information returns (Form 990) for the year 2017. NOTE: The IRS will automatically grant a 6-month extension for 990 filings, upon timely submission of such request. Accordingly, for organizations with a calendar fiscal year that seek such extension by the initial due date of May 15, their filing deadline will effectively change to November 15. Deadline for Indiana personal property tax returns to be filed.
Find out more »Best. Week. Ever. is a week-long collection of experiences across South Bend celebrating culture, progress, and creativity as a community. Better yet, it is an invitation to celebrate our city and the things that are important to us. It is an opportunity engage with the many facets blending together to make South Bend's story. From May 28th to June 3rd, every day will be jam packed with a vibrant mix of extraordinary things taking place all over our community…sometimes in…
Find out more »The LPGA Symetra Tour Four Winds Invitational is coming back to South Bend, Ind., and Blackthorn Golf Club for its 7th year! Kruggel Lawton is proud to once again serve as a community partner to make this event possible. To date, this tournament has been able to raise over $500,000 for Beacon Children's Hospital. There are a host of public events for everyone to take part in. Come join in on the fun this summer and watch the future stars…
Find out more »It's been two years since FASB issued its highly anticipated standard on leasing, and companies can no longer ignore the approaching compliance deadline. The new standard takes effect in 2019 for public companies and 2020 for other entities. If you haven't already taken action, now is the time. It could take months to organize resources, gather relevant lease data, and implement new accounting policies. For many companies, the new requirements may also result in the need to upgrade and/or implement…
Find out more »From Uber to Volkswagen, companies have seen how scandals and poor culture impact the bottom line. Companies continue to struggle to ensure their culture supports the organization's purpose, strategy, and business model. What does a good assessment of culture look like? Please join us for the third webinar in our 2018 Internal Audit Webinar Series. Learning Objectives Describe the elements of an organization’s culture Discuss the internal controls designed to mitigate risk associated with poor corporate culture Describe how to…
Find out more »Kruggel Lawton is proud to be a sponsor of the 4th annual Friday Night Krasl Block Party in St. Joseph. The official start of the Krasl Art Fair weekend, this event features Southwest Michigan's beer and wine, local food trucks, games, and live music. Exclusive providers this year are The Livery Microbrewery, Lake Michigan Vintners, Baja Gringo and Nosh Village. Meet Krasl Art Fair artists up close and personal while networking with friends, neighbors, and Kruggel Lawton team members. You…
Find out more »Tax reform drastically changed the landscape for how companies do business. Some of the most complex changes relate to recently enacted Section 199A Deduction for Qualified Business Income of Pass-Through Entities. We will discuss the definition of qualified business income (QBI) and outline current exceptions and limitations to the qualified business income deduction, as well as recommend proactive steps to take while awaiting additional guidance. Learning Objectives Define what constitutes qualified business income (QBI) Identify exceptions and limitations to the…
Find out more »Over the past few years, the Financial Accounting Standards Board (FASB) has released a series of Accounting Standards Updates for nonprofit organizations - the biggest changes to nonprofit accounting in over 20 years. These updates significantly impact the presentation and disclosure of financial statements for nonprofit entities, revenue recognition, and reporting and presentation of leases. It's also important to note that one of the updates is in effect for the current 2018 reporting period, with the others not far behind. This…
Find out more »Form 5500 - If you maintain an employee benefit plan, such as a pension, profit-sharing, or stock bonus plan, file Form 5500 or Form 5500-SF for calendar year 2017. If you use a fiscal year as your plan year, file the form by the last day of the seventh month after the plan's year end. The maximum extension period for Form 5500 and Form 5500SF is 2.5 months (or October 15 for calendar-year plans).
Find out more »Effective June 18, our St. Joseph team has moved out of the firm's Van Brunt Avenue office and into a new location on Upton Drive in St. Joseph. Please join us in celebrating at an official open house event on August 7. We’ll have light refreshments, office tours, and friendly conversation with our team members. Tuesday, August 7 4:00 - 7:00 p.m. 526 Upton Drive, St. Joseph, MI 49085 (Near Lake Michigan and Jean Klock Park) Please RSVP via the button…
Find out more »Kruggel Lawton is proud to serve as the Breakfast Sponsor for the Association of Fundraising Professionals – Michiana Chapter’s Inaugural Philanthropic Institute. This event emerged from a need to provide area nonprofits with an interactive day of learning on various topics including: fund development, constituent engagement, marketing and communications, and board governance. In addition to a keynote presentation, there will be breakout sessions throughout the day - two of which will feature Kruggel Lawton Partner Margene Zink and Senior Manager Adam Schwelnus. Join…
Find out more »Kruggel Lawton is proud to be a sponsor this year for the annual Taste of the Gardens in Elkhart. Not only are we sponsoring, but a few of our members will be out at the event enjoying the amazing food, drinks, and entertainment! Come join us for a fun day out at the Wellfield Botanic Gardens! To get more information about the event, visit www.tasteofthegardens.org.
Find out more »Please join us for a fun afternoon of tailgating for the Notre Dame vs. Ball State football game on Saturday, September 8! This year you can find us between poles 15 and 16 on the other side of the road/fence in the Joyce (J) Lot. If you’re heading north on Leahy Drive off of Angela, turn left on the lane just after Shamrock Village and an immediate left into Joyce Lot. Keep right to stay parallel with the lane/road. You’ll find…
Find out more »3rd quarter estimated tax payments due for the 2018 tax year (individuals and calendar-year corporations). Final deadline to file calendar year-end corporate tax returns for the year 2017 if an extension was requested (Forms 1120, 1120S). June 30 year-end C corporations corporate tax due. If applying for an extension, you will receive a seven-month extension (due April 15, 2019). Final deadline to file partnership tax returns (Form 1065) for the year 2017 if an extension was requested.
Find out more »The migration of IT infrastructure and applications to cloud hosted environments is increasing at a rapid pace. As this migration happens, companies must adjust to the change in the risk landscape. What key challenges do companies face in this migration and how can we help them address these challenges? Webinar Learning Objectives Describe the migration of IT infrastructure, applications and security to the cloud Identify the risks and benefits of migrating to the cloud Describe which cloud services are leading…
Find out more »Tuesday, September 25 from 3:30-5:00 p.m. Kruggel Lawton South Bend Office 210 S. Michigan Street, Suite 200 South Bend, IN 46601 On June 21, 2018, the Supreme Court of the United States issued its widely anticipated decision in South Dakota v. Wayfair, et al. No. 17-494. In a 5-4 decision, the Court held that the physical presence rule for state tax jurisdiction is incorrect and not a requirement under the Commerce Clause of the U.S. Constitution. Overnight, remote sellers, online…
Find out more »Final deadline to file 2017 individual tax returns (with extension) - (Forms 1040, 1040EZ). Last day the IRS will accept an electronically filed tax return for the year 2017. If filing after October 15, you'll need to mail in your tax return for processing. Final deadline for calendar-year Benefit Plans (with an extension) to file Form 5500. Final deadline to fund a SEP-IRA or solo 401(k) for tax year 2017 if you requested an automatic extension of time to file.
Find out more »This webinar will provide an overview of the Accounting and Auditing Standards that has been issued by the Financial Accounting Standards Board and the American Institute of CPAs, as well as provide a status report on current projects relevant to the nonprofit sector. Webinar Learning Objectives: Upon completion of this course, participants will be able to identify key changes to the audit and accounting guidance that affects the Nonprofit Sector Describe the impact that changes to guidance by the FASB…
Find out more »As the cool, crisp air begins to move in and we look forward to spending time surrounded by friends and family, we want to take a moment to thank you for your loyalty, trust and partnership. We know that you have choices when it comes to business advisors, and we are enormously grateful for all of our clients, referral sources, and friends. On behalf of everyone at Kruggel Lawton, we wish you a very happy Thanksgiving! Please note - our…
Find out more »Kruggel Lawton is proud to sponsor the 2018 Niles-Buchanan YMCA Thanksgiving Day Run. For 37 years the YMCA has hosted this run in the community. It has become a tradition for many people who live or visit the Niles-Buchanan area at Thanksgiving. Last year, nearly 2,200 people from 31 states participated in the 10k Run, 5k Run/Walk, or the Kids 1 Mile Fun Run. Proceeds from the Thanksgiving Day Run support the Y's Annual Campaign which supports youth programming as…
Find out more »On December 4th the staff members of Kruggel Lawton will be volunteering their time with Feed the Children, a nonprofit organization that provides food, education initiatives, essentials and disaster response to children and their families. Our team will be helping assemble boxes of food and essentials from the Elkhart distribution center. Once assembled these packages are delivered to families in need across the United States.
Find out more »Join us at our new St. Joseph, Michigan, office for a Ribbon Cutting ceremony with the Cornerstone Chamber of Commerce. More information and registration is available on the Chamber's website.
Find out more »The Kruggel Lawton offices will be closed December 24-January 1 in order for our team members to enjoy time with their friends and family before heading into another busy tax season! We will reopen on Wednesday, January 2, 2019.
Find out more »Quarterly accounting and financial reporting technical update "Quarterly Technical Update - Q4 2018" webinar continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today's hot topics and developments. Specifically, the program will discuss developments during the fourth quarter of 2018 with respect to various topics in accounting and financial reporting. Webinar Learning Objectives: Recognize recently released, project and proposal stage accounting and financial reporting guidance developed by the…
Find out more »Inefficiencies in your organization’s finance and accounting department can cause you a great deal of time and limit your ability to grow your business. Finding those areas where you can make improvements is key to success and can provide you with the time to focus on growth. Webinar Learning Objectives: Identify key inefficiencies that take valuable time away from management’s ability to focus on strategic priorities Apply strategies to the organization, enabling more efficient processes and procedures Identify a multitude…
Find out more »In anticipation of dangerously cold temperatures in Northern Indiana and Southwest Michigan, and for the safety of our team members, our offices will be closed January 30 and 31. That said, Kruggel Lawton's significant technology investments make it possible for many of our employees to work remotely. If you need to reach someone, please send them an email. We expect to be able to reopen on Friday, February 1, at 8:00 a.m. We do apologize for any inconvenience this may…
Find out more »Kruggel Lawton is proud to sponsor the February 1 Cirque Mechanics performance taking place at The Mendel Center at Lake Michigan College. Titled "42FT - A Menagerie of Marvels," the show’s unique mechanical interpretation of the historic one-ring circus creates a welcoming place, like a big top, where everyone can be amazed. The action is full of theatricality and a modern sensibility, showcasing a galloping mechanical metal horse and a rotating tent frame for strongmen, acrobats, and aerialists. If you…
Find out more »Kruggel Lawton is proud to support RETA (Reason Enough to Act) and their 29th annual Celebrating Life Benefit Dinner presented by The Norris Estate on Thursday, March 7, 2019 at the Northern Indiana Event Center (RV/MH Hall of Fame). Doors open at 5:30 and dinner starts at 6:30p.m. Registration is $30/person or $240/table of eight. The event will feature keynote speaker Dr. Ron Archer, a raffle for two $500 gift cards from Visa and Martin's Custom Butchering, and a delicious dinner catered…
Find out more »Kruggel Lawton is proud to sponsor Ryan's Place and their March Mania Gala on Friday, March 15, 2019 at the Lerner Theatre in Elkhart. Tip off is at 6:30 p.m. and dress is casual (wear your favorite team's jersey). They'll have an open bar, hors d'oeuvres and desserts, raffles and hoops as well as silent and live auctions. The mission of Ryan’s Place is to provide support in a safe environment where grieving children, teens and their families can share their…
Find out more »Join us as we take a closer look at the Tax Cuts and Jobs Act of 2017, aka Opportunity Zones (OZ). Learn how these incentives can benefit certain taxpayers, influence investment in properties and projects in the zones, and positively impact the South Bend community. Who should attend? Accredited investors and/or individuals with significant capital gains Real estate developers OZ commercial landowners Commercial investment realtors Lending and banking leaders Attorneys Accountants Expert panel discussions will cover: Introduction to Opportunity Zones…
Find out more »To mark the end of another busy tax season, Kruggel Lawton offices will be closed on April 16 so our team can rest and recharge.
Find out more »Kruggel Lawton is proud to sponsor the 3rd Annual Village Charcuterie Festival in the Village of Stevensville, Michigan. This festival is at the Watermark Brewing Company and proceeds benefit the Humane Society of Southwestern Michigan. Join us for amazing selection of food, beer and wine all under one tent. For more information or to purchase tickets visit the Humane Society.
Find out more »Kruggel Lawton is proud to support Goodwill Industries of Michiana as they present The Little Black Dress Fashion Show Luncheon on Thursday, April 25, 2019 at the Century Center in South Bend. The on-site Goodwill Boutique Store will open at 10:00 a.m. and will feature a wide variety of designer and name brand clothing, handbags, accessories, as well as Goodwill's best-selling black dresses delivered to the show from all 22 Goodwill Michiana Retail Stores. During the luncheon, guests will enjoy watching the “live” runway fashion show with…
Find out more »Kruggel Lawton is proud to sponsor the Elkhart County Humane Society's 2nd annual "Best in Show" event on Thursday, April 25, 2019 at The Lerner Crystal Ballroom. This is their major fundraiser for the year, providing much needed funds for day-to-day operations of the shelter. Last year, more than 300 animal lovers enjoyed a fun-filled evening voting for an exceptional group of furry friends and their humans for "Best in Show," raising more than $200,000 for daily operations! Event starts…
Find out more »Kruggel Lawton is proud to sponsor the Bets For Pets Casino Night on Saturday on May 11, 2019 at the Hilton Garden Inn in Benton Harbor. With 100% of the funds raised to provide food and medical care for the homeless cats and dogs at the Humane Society's Yeager Family Pet Shelter, it's a worthy cause. This event will feature our very own partner Doug Osthimer as auctioneer. For more information or to purchase tickets, contact the Humane Society.
Find out more »Award-winning speaker and best-selling author Dr. Tom Deans will come to the South Bend - Elkhart region on May 23rd. Dr. Deans will engage attendees with an effective presentation on succession planning and intergenerational wealth transfer. Following Tom's presentation, you will hear from value builder experts Tony Hutti and Bill McDonough on a proven methodology designed to improve the value of privately held businesses. Registration includes a continental breakfast and a copy of Tom's book, "Every Family's Business" listed by…
Find out more »Kruggel Lawton is pleased to sponsor Life Treatment Centers and their Taste of Michiana event at the Century Center on Thursday, June 6, 2019 from 5:00-8:00 p.m. Taste of Michiana is officially part of the City of South Bend Venues Parks & Arts' Best Week Ever! This is your chance to try the absolute best food and drink offerings from over 50 of Michiana’s most popular restaurants. From regionally-known establishments to those deemed by the community to be one of…
Find out more »Join Kruggel Lawton team members at the Cornerstone Chamber's 59th Annual Golf Outing & Steak Fry on July 9! Golf will begin at 11:00 a.m., followed by the Steak Fry in the evening beginning at 4:00 p.m. The Steak Fry will feature music, a full steak dinner, drinks (both alcoholic and not), corn hole, prizes, and networking until 9:00 p.m. Registration for golf and tickets for the Steak Fry are available on the Cornerstone Chamber's website. We hope to see you…
Find out more »Now that the South Dakota v. Wayfair Supreme Court decision is the law of the land, understanding all the compliance implications must be top of mind for businesses selling goods or services into states where they do not have a physical presence. With only three states yet to enact economic nexus statutes for sales/use taxes, manually keeping track of every sales and use tax rate in the country and monitoring the taxability of items purchased and sold is no longer…
Find out more »Kruggel Lawton is proud to be a hole sponsor for this year's Goshen Chamber Golf and Tennis Outing. We'll have a tent out on the course as part of our sponsorship and some of our team members will be golfing as well. Come join us at Maplecrest Country Club for a fun day of golf, tennis, food, prizes, and networking! For more details and to register visit http://business.goshen.org/events/details/annual-golf-and-tennis-outing-2018-17852 or call the Chamber at 574.533.2102.
Find out more »Now that the South Dakota v. Wayfair Supreme Court decision is the law of the land, understanding all the compliance implications must be top of mind for businesses selling goods or services into states where they do not have a physical presence. With only three states yet to enact economic nexus statutes for sales/use taxes, manually keeping track of every sales and use tax rate in the country and monitoring the taxability of items purchased and sold is no longer…
Find out more »Information is your company’s biggest asset. Understanding what data you have and how to utilize it can help you make more informed decisions. This webinar will teach you how to stay ahead of the game, improve your decision making, and shift your finance department from transactional to strategic. Learning Objectives Describe how to unlock real-time insights about their financial departments Utilize data to streamline processes, improve productivity and respond more efficiently to regulatory inquiries Understand how to utilize information to…
Find out more »Information Technology is a rapidly evolving space that organizations can leverage to be a business enabler. However, the evolution of Information Technology has also brought with it increased risks and regulatory requirements. How does Internal Audit stay ahead of the evolving risk landscape presented by IT? What are the key IT areas that currently present risk to your organization? Webinar Learning Objectives Recognize the top IT risks Organizations face today; Identify the key Information Technology regulatory requirements that impact organizations;…
Find out more »Kruggel Lawton is proud to sponsor the 12th Annual Evening of Magic Fundraising Gala to support Big Brothers Big Sisters of St. Joseph County. Join us for complimentary cocktails at 6:00PM followed by a silent auction and dinner at 7:00PM. We'll enjoy a special guest speaker this year and a one-of-a-kind live artistic display by AR Drew Art. She has designed Sound of Seeds to create a direct and beautiful experience of empowerment for each person present at this year’s Evening…
Find out more »Kruggel Lawton is proud to sponsor Ronald McDonald House Charities again this year with glitz, glam, fashion and kilts! On Thursday, October 24, 2019 at the Dahnke Ballroom at the University of Notre Dame we'll come together to find out who wins the kilt competition this year. Each year, several local influencers are handpicked to become Men In Kilts. This comes with both great honor and responsibility. Members of Men In Kilts may be an individual or a team. Men In Kilts compete…
Find out more »Kruggel Lawton will join the South Bend Regional Chamber's Momentum on October 29, 2019. The event will be a regional gathering of business and innovation carrying our region forward. More than ever, our region is making strides, working collaboratively and innovatively to make things happen in a positive way. We have Momentum. Get full details.
Find out more »12th Annual Kruggel Lawton CFO Summit Wednesday, October 30, 2019 7:30 a.m. - 5:00 p.m. Essenhaus Inn & Conference Center 240 U.S. 20 Middlebury, IN 46540 This full-day program features a range of timely topics geared towards busy financial managers in senior accounting positions. Join us for a day to plug in, recharge, and connect with other professionals in your field. Cost to attend is only $100 per person and includes 8 hours of CPE credit, continental breakfast, and lunch.…
Find out more »Join Kruggel Lawton for a VIP preview and tour of the new Lakeland Medical Center Pavilion before it opens to the community in St. Joseph, Michigan. KL is pleased to sponsor this event which includes fine dining from local restaurants and cocktails offered on multiple levels. Enjoy live entertainment, casino games, and silent and live auctions. Clinical experts and volunteers will be on hand to guide groups through the new state-of-the-art facility. Optional tours will showcase various areas such as…
Find out more »BDO professionals will provide advice for individuals regarding important year-end tax planning topics. This one-hour webinar will identify opportunities for individuals to reduce or defer their annual income tax obligation and limit their total tax liability. Presenters will discuss topics such as managing tax liability by controlling income and deductions, the recently-enacted Opportunity Zones program, and year-end planning opportunities to take advantage of. Webinar Learning Objectives Review areas of tax reform legislation that pertain specifically to individuals and how to address the impact…
Find out more »No matter how you ship - whether parcel, LTL, ocean, air, or truckload - your supply chain is full of opportunities for increased savings and efficiencies. Presenter Brad McBride, CEO and founder of Zero Down Supply Chain Solutions and FreightOptics, will share how shipping in any mode can be simpler and more cost-effective than ever before. You'll learn: High level industry insight and best practices Where you are leaving money on the table How supply chain technology can impact your…
Find out more »BDO professionals will provide advice for businesses regarding important year-end tax planning strategies relevant to partnerships, C Corporations and S Corporations. This one-hour webinar will identify opportunities for businesses to accelerate or defer income or expenditures. Special focus will be placed on the impact of tax reform changes on 2019 business tax returns. Webinar Learning Objectives Review areas of tax reform legislation that pertain specifically to businesses and how to address the impact of those changes. Identify steps to take…
Find out more »As the cool, crisp air begins to move in and we look forward to spending time surrounded by friends and family, we want to take a moment to thank you for your loyalty, trust and partnership. We know that you have choices when it comes to business advisors, and we are enormously grateful for all of our clients, referral sources, and friends. On behalf of everyone at Kruggel Lawton, we wish you a very happy Thanksgiving! Please note that our…
Find out more »This session will help identify planning opportunities for businesses following tax reform and decisions affecting state and local taxes. The presenters will focus primarily on state income tax and sales/use tax developments but will also touch on updates in credits & incentives, property tax and unclaimed property areas. Webinar Learning Objectives Discuss South Dakota v. Wayfair decision and identify how it impacts filing obligations. Review key tax reform changes and discuss the impact to state and local taxes. Identify income and sales/use…
Find out more »BDO professionals will provide advice for individuals regarding important year-end tax planning topics. This one-hour webinar will identify opportunities for individuals to reduce or defer their annual income tax obligation and limit their total tax liability. Presenters will discuss topics such as managing tax liability by controlling income and deductions, the recently-enacted Opportunity Zones program, and year-end planning opportunities to take advantage of. Webinar Learning Objectives Review areas of tax reform legislation that pertain specifically to individuals and how to address the impact…
Find out more »This session will help identify planning opportunities for businesses following tax reform and decisions affecting state and local taxes. The presenters will focus primarily on state income tax and sales/use tax developments but will also touch on updates in credits & incentives, property tax and unclaimed property areas. Webinar Learning Objectives Discuss South Dakota v. Wayfair decision and identify how it impacts filing obligations. Review key tax reform changes and discuss the impact to state and local taxes. Identify income and sales/use…
Find out more »BDO professionals will provide advice for businesses regarding important year-end tax planning strategies relevant to partnerships, C Corporations and S Corporations. This one-hour webinar will identify opportunities for businesses to accelerate or defer income or expenditures. Special focus will be placed on the impact of tax reform changes on 2019 business tax returns. Webinar Learning Objectives Review areas of tax reform legislation that pertain specifically to businesses and how to address the impact of those changes. Identify steps to take…
Find out more »Individuals - The fourth (and final) 2019 estimated quarterly tax payment is due today. Note that you do not have to file this payment due on January 15, 2020, if you file your 2019 tax return by January 31, 2020 and pay the remaining balance owed with your return.
Find out more »Deadline for employers to mail out Form W-2 to employees and submit copies to the Social Security Administration (SSA). There is no extension for filing electronically. Provide copies of 2019 Forms 1099-MISC, “Miscellaneous Income,” to recipients of income from your business where required. If filing Form 1099-MISC and reporting amounts in BOX 7: Nonemployee Compensation, then you will need to submit a copy to the IRS on this date. If Box 7 is empty, you may file with other information returns on…
Find out more »Recession can take a toll on any organization. Join us for a data-driven revisit of historical recessions, showcasing the characteristics of resilient companies and how to leverage data as an asset through the next downturn. Webinar Learning Objectives Identify your company’s core business focus (using themes from thriving recession survivors) Measure key performance indicators (KPIs), to manage adherence to your core business focus Scale those KPIs & evolve to advanced analytics Presenters Ryan Linn, Senior Manager, Business Services & Outsourcing - BDO USA,…
Find out more »Form 632 – Personal Property Statement. This form is the basic filing required of taxpayers with personal property who do not qualify for the small business exemption, and are not claiming manufacturer’s exemption (see below). Form 5076 – Small Business Property Tax Exemption Claim. Taxpayers with lower amounts of personal property (“true cash value” less than $80,000 for all parcels within the city or township) should file this form to claim full exemption from paying personal property tax on that…
Find out more »All businesses - File information returns (Forms 1098/1099/W-2G) with the IRS for payments made in 2019. Also file Form 1099-MISC without a Box 7 amount (Forms WITH a Box 7 amount were due January 31). The due date for electronic filers is March 31, 2020.
Find out more »This is the deadline for filing a 2019 S Corporation or Partnership return or extension. S Corps: File a 2019 calendar year income tax return (Form 1120 or Form 1120S) and pay any tax still due. If you want an automatic 6-month extension, file Form 7004 and deposit what you estimate you owe. Partnerships: File a 2019 calendar year return (Form 1065) and provide each partner with a copy of Schedule K-1. If you want an automatic 6-month extension to file…
Find out more »What does governance look like in 2020 and beyond for your nonprofit organizations? In today's world, there are many unknowns that affect everything from board habits and cultures to philanthropic trends. Nonprofits can better prepare for the future by understanding the sentiment of current donors and volunteers, various trends and issues affecting nonprofits and by considering the impact of various key indicators and predictors that could affect an organization. This webinar will be conducted by a panel of BDO national…
Find out more »As the number of novel coronavirus (COVID-19) cases continue to climb both in the U.S. and across the globe, individuals and companies alike are taking steps to navigate this public health emergency. The Coronavirus Aid, Relief, and Economic Security (CARES) Act addresses the economic impacts of the COVID-19 outbreak within the United States. The CARES Act is intended to provide relief and recovery to businesses and individuals. Learn what it means for you and what tax strategies you can utilize…
Find out more »We are in uncharted territory. As we navigate the COVID-19 outbreak, the full impact is still yet to be determined. Businesses worldwide are facing significant challenges and obstacles to which they need to respond rapidly. Are you prepared? Join us for the second webinar in our three-part series as we discuss supply chain disruption, data privacy and cybersecurity considerations, contract compliance and audit implications. Topics Covered: Supply Chain Disruption Data Privacy/Cybersecurity Considerations for Virtual Workforce Contract Compliance Navigating Broken Covenants…
Find out more »New programs and relief measures are becoming available to business owners through enactment of the Families First Coronavirus Response Act and the CARES Act. We've teamed up with Gibson and Lake City Bank to help you navigate relief opportunities and resources. Join us for a free webinar taking place Thursday, April 2, from 10:30 a.m.-Noon ET as we discuss: SBA loan programs to help manage cash flow Payroll and HR considerations for employers Tax implications to have on your radar Insurance…
Find out more »Whether transition is tied to a leadership change, transaction or desire to shift strategic direction, it can provide a good time to asses and sharpen an organization’s focus. Learn how to make the most of transition and how an 80/20 assessment can refocus an organization, driving growth and profitability. Webinar Learning Objectives Detect processes that can be automated, as well as, identify the benefits of implementing automation in your back-office operations Understand the process for automation and learn the next…
Find out more »Congratulations! You've been approved for a PPP loan through the Small Business Administration. Now what? This webinar will provide the key considerations for approved PPP borrowers, including: Estimating the PPP loan forgiveness amount Proper documentation: Keeping track of how PPP loan proceeds are spent The math behind loan forgiveness Applying for PPP loan forgiveness Presenting will be two directors of Kruggel Lawton's Client Accounting Services practice, Scott Dawson, CPA, and Adam Schwelnus, CPA, CGMA. When registering, you will have an…
Find out more »Last week the SBA released additional guidance regarding the PPP loan forgiveness process. This webinar will address new, up to the minute guidance in detail, focusing on the knowns, the unknowns, and strategies for borrowers applying for forgiveness through their 8-week covered period. Presenting will be two directors of Kruggel Lawton's Client Accounting Services practice, Scott Dawson, CPA, and Adam Schwelnus, CPA, CGMA. A recording of this webinar will be sent out to all registrants the following day.
Find out more »Individuals - Last day for nonresident alien individuals not subject to withholding to file income tax return for calendar year 2019. If you are a U.S. citizen or resident alien living and working (or on military duty) outside the U.S. and Puerto Rico, file your 2019 Form 1040 and pay any tax, interest, and penalties due. Otherwise, see April 15 deadlines. However, if you are a participant in a combat zone, you may be able to further extend the filing deadline.…
Find out more »In an evolving world, organizations need to transform to keep up with the pace of business. From digital transformation to regulatory shifts, learn how to successfully navigate change that can otherwise plague your finance function. Webinar Learning Objectives Apply tools and resources to help you successfully navigated these changes. Describe specific business changes and trends that will impact your business. Determine how to focus on changes that you can control without putting too much pressure on staff and incurring costs.…
Find out more »Directors of Kruggel Lawton's Client Account Services practice, Scott Dawson and Adam Schwelnus, will present a live webinar discussing the PPP Flexibility Act (PPPFA) on Thursday, June 18, at 2:00 p.m. EDT. Signed into law on June 5, 2020, the PPPFA will provide more time and flexibility for Paycheck Protection Program (PPP) borrowers to use their loan funds, qualify for loan forgiveness and additional relief from the program's original requirements. Topics to be discussed: Extension of the covered period to…
Find out more »The IRS will begin accepting tax returns on Jan. 27, with more than 150 million individual tax returns expected to be filed in 2020. Because of the COVID-19 pandemic, the nation’s tax deadline will be July 15 this year for all taxpayers. It's generally a good idea to file as early as is practical, as early filing not only can result in a speedier refund, but is also one of the best safeguards against fraudulent tax returns being filed in…
Find out more »Deadline for nonprofit organizations to file information returns (Form 990) for the year 2019. This deadline applies to organizations with a calendar year-end. If your year-end falls in another month, click here to see the corresponding deadline. NOTE: In a normal year (where we are not dealing with a pandemic), the filing date is May 15 and the IRS automatically grants a 6-month extension for 990 filings, upon timely submission of such request. Accordingly, for organizations with a calendar fiscal year that…
Find out more »Form 5500 - If you maintain an employee benefit plan, such as a pension, profit-sharing, or stock bonus plan, file Form 5500 or Form 5500-SF for calendar year 2019. If you use a fiscal year as your plan year, file the form by the last day of the seventh month after the plan's year end. The maximum extension period for Form 5500 and Form 5500SF is 2.5 months (or October 15 for calendar-year plans).
Find out more »3rd quarter estimated tax payments due for the 2020 tax year (individuals and calendar-year corporations). Final deadline to file calendar year-end corporate tax returns for the year 2019 if an extension was requested (Forms 1120, 1120S). June 30 year-end C corporations corporate tax due. If applying for an extension, you will receive a seven-month extension (due April 15, 2021). Final deadline to file partnership tax returns (Form 1065) for the year 2019 if an extension was requested.
Find out more »Imitation in the form of mastering the basics, otherwise known as “Immovation,” can unlock the greatest benefits of innovation. Hear some of our stories about how automation has created success in other organizations and how you can replicate that in your own. Webinar Learning Objectives Recognize opportunities for automation in their own organizations. Apply techniques in their own finance and accounting departments that automate processes and procedures. Identify ways to innovate key finance and accounting functions. Presenters Tony Huckeby, Managing…
Find out more »Final deadline to file 2019 individual tax returns (with extension) - (Form 1040). Last day the IRS will accept an electronically filed tax return for the year 2019. If filing after October 15, you'll need to mail in your tax return for processing. Final deadline for calendar-year Benefit Plans (with an extension) to file Form 5500. Final deadline to fund a SEP-IRA or solo 401(k) for tax year 2019 if you requested an automatic extension of time to file.
Find out more »If a calendar-year C corporation that filed an automatic six-month extension: File a 2019 income tax return (Form 1120) and pay any tax, interest and penalties due. Make contributions for 2019 to certain employer-sponsored retirement plans.
Find out more »An efficient finance and accounting department can’t run without the right people in place. Learn how to build a powerhouse team and keep them. Webinar Learning Objectives Implement a positive alignment of team member strengths and roles. Foster an environment to retain talent, handle critical conversations and manage conflict among teams. Apply techniques to ensure your finance and accounting teams are running as efficiently as possible. Presenters Donna Paul,Managing Director, Business Services & Outsourcing - BDO USA, LLP Michael Ward,Partner, Business…
Find out more »Monday, November 2 Report income tax withholding and FICA taxes for third quarter 2020 (Form 941) and pay any tax due. (See exception below under “November 10.”) Tuesday, November 10 Report income tax withholding and FICA taxes for third quarter 2020 (Form 941), if you deposited on time (and in full) all of the associated taxes due.
Find out more »Get your Ticket Today! Registration Closes October 30 Register to Attend Register to AttendRegister to Attend The CFO Summit provides expert knowledge for over-scheduled finance and accounting executives. Join us for a day to plug in, recharge, and connect with other professionals in your field. Due to concerns related to COVID19, this year's event will take place 100% virtually through Zoom video conferencing. This year’s full-day event will address some of the more pressing challenges and issues CFOs and…
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Millions of small businesses use QuickBooks Online, and more are moving to the cloud every day. This free webinar session presented by Kruggel Lawton CPAs will help you understand the benefits of using QuickBooks Online to manage your small business finances. Our guest speaker Valerie Heckman from Intuit QuickBooks will show you how you can save time and get paid faster while easily collaborating with the accounting team at Kruggel Lawton CPAs. You’ll learn how to connect your bank…
Find out more »Tuesday, December 15 If a calendar-year C corporation, pay the fourth installment of 2020 estimated income taxes. Thursday, December 31 Establish a retirement plan for 2020 (generally other than a SIMPLE, a Safe-Harbor 401(k) or a SEP).
Find out more »As winter begins to move in and we look forward to spending time with family, we want to take a moment to thank you for your loyalty, trust and partnership. We know that you have choices when it comes to business advisors, and we are enormously grateful for all of our clients, referral sources, and friends. On behalf of everyone at Kruggel Lawton, we wish you a safe and happy holiday season! Please note that our offices will be closed…
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The 2021 Appropriations bill was recently signed into law and includes $900 billion in relief that could assist businesses and individuals facing economic challenges related to the COVID19 pandemic. Kruggel Lawton CPAs invites you to join our Client Accounting Services (CAS) Directors Adam Schwelnus, CPA and Scott Dawson, CPA for a live legislative update on January 13, 2021 from 1-2PM. Join in for a professional briefing with a summary of the law. The webinar will focus most specifically on the…
Find out more »Individuals - The fourth (and final) 2020 estimated quarterly tax payment is due today. Note that you do not have to file this payment due on January 15, 2021, if you file your 2020 tax return by January 31, 2021 and pay the remaining balance owed with your return.
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Kruggel Lawton CPAs invites you for a special presentation by Senior Manager Kate Leichty and Partner Stephen Varner on how legislation and rulings related to taxes has changed for 2020 and future years. Several changes have been made to the tax treatment under new guidelines, Kruggel Lawton CPAs is here to provide a full briefing. The free webinar is open to the public and is targeted toward business and nonprofit leaders as they prepare for the 2020 tax year.
Find out more »Gen Z'ers, those born between 1997-2012, are making decisions and relating to institutions in a highly analytical and pragmatic way. It's easy to understand the technical skills required for our internal audit teams, but understanding core characteristics and how best to work with Gen Z can make us more successful. This session will take a deeper dive into general Gen Z values and beliefs about stability, diversity, work-life blend, independence, digital access and more. Webinar Learning Objectives Recognize core characteristics…
Find out more »Registration Now Open Registration Now Open Registration Now Open The CFO Summit provides expert knowledge for over-scheduled finance and accounting executives. Join us for a day to plug in, recharge, and connect with other professionals in your field. This year’s full-day event will address some of the more pressing challenges and issues CFOs and their organizations are facing during these times of tremendous challenge – and opportunity. For those who are unable to attend our in-person event at the Essenhaus…
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Join Kruggel Lawton and our friends at BDO for What Businesses Need to Know about Cybersecurity in 2022, a webinar exploring the latest trends in cybersecurity and strategies for business leaders in 2022. Thursday, February 17 12 PM - 1 PM EST An estimated 48% of the board are involved in cybersecurity strategy discussions, showing the line between business and cybersecurity is blurring. Business leaders are recognizing that they must have an understanding of risk and a working knowledge of…
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Join Kruggel Lawton and our friends at BDO for Key Considerations & Success Factors in Nonprofit ERP System Selection, a webinar focused on helping you select an ERP system. Wednesday, March 30 1 - 2 PM EST During this course, participants will learn about key considerations and success factors in Nonprofit ERP system selection. At the conclusion of this course, participants will be able to: Identify key elements of nonprofit ERP systems Learn about ERP software selection process Learn about critical…
Find out more »The CFO Summit provides expert knowledge for finance and accounting executives. Join us for a day to plug in, recharge, and connect with other professionals in your field. This year’s full-day event will address some of the more pressing challenges and issues CFOs and their organizations are facing during these times of tremendous challenge – and opportunity. We will be returning to Essenhaus Inn & Conference Center with Zoom video conferencing available for those who are unable to attend in-person…
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