Taxes

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Using Personal Credit Cards in an S Corporation and the Impact on Shareholder Basis

Using a personal credit card to pay for S corporation expenses is a nuanced topic that can affect shareholder basis in meaningful ways. Shareholder basis matters because it determines the amount of pass-through losses a shareholder can deduct, as well as gains or losses recognized upon the sale or liquidation of the S corporation interest. […]

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Will You Be Subject to Taxes on Venmo, Cash App, or PayPal Transactions?

If you’ve been using Venmo, Cash App, or PayPal to receive payments for goods or services, it’s important to know that the rules for Form 1099-K are undergoing a phased transformation. In 2024, the threshold for receiving this form drops to $5,000 in total annual payments, then $2,500 in 2025, and finally $600 in 2026.

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