The Crystal Client Spotlight shines on Pinnacle Equipment Company

| Client Spotlight

It was Andre Jones’ dream to own his company. After 14 years as a sheet metal worker, project manager and estimator, he started Pinnacle Equipment Company, a manufacturer’s agent, in 1997. Since then, he has grown to nine employees and representing numerous HVAC, Sheet Metal & Plumbing products manufacturers. And Dave Garrett, Alerding CPA Group Tax Director, has been his business consultant since the beginning. As a manufacturer’s agent, Pinnacle identifies its customers’ needs and Read more [...]

Why you shouldn’t wait to file your 2018 income tax return

| Tax Briefs

The IRS opened the 2018 income tax return filing season on January 28. Even if you typically don’t file until much closer to the April 15 deadline, this year consider filing as soon as you can. Why? You can potentially protect yourself from tax identity theft — and reap other benefits, too.   What is tax identity theft?   In a tax identity theft scheme, a thief uses your personal information to file a fraudulent tax return early in the filing season and claim a bogus refund.   You discover Read more [...]

What will your marginal income tax rate be?

| Tax Briefs

While the Tax Cuts and Jobs Act (TCJA) generally reduced individual tax rates for 2018 through 2025, some taxpayers could see their taxes go up due to reductions or eliminations of certain tax breaks — and, in some cases, due to their filing status. But some may see additional tax savings due to their filing status. Unmarried vs. married taxpayers In an effort to further eliminate the marriage “penalty”, the TCJA made changes to some of the middle tax brackets. As a result, some single Read more [...]