16 cents per mile driven for medical or moving purposes, down 1 cents from the rate for 2020. At Berkley, Iselin & Lotz, S.C., these are more than just the latest customer service buzzwords. They're a commitment-the guiding principles our team members follow each and every day as we work with you toward a successful future. Offer you a level of service that exceeds your expectations, whether you're looking for a copy of a single tax return or a complete review of your business.
Value the trust you place in us, with our promise that we'll work hard to earn your trust and your business every single day. Please be advised that presently Robert Berkley holds Series 7 and 66 licenses in various states. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representatives before proceeding further.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
Value the trust you place in us, with our promise that we'll work hard to earn your trust and your business every single day. Please be advised that presently Robert Berkley holds Series 7 and 66 licenses in various states. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representatives before proceeding further.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
Services
Berkley, Iselin & Lotz, S.C. is a certified public accounting (CPA) firm located in Racine, Wisconsin.
Our staff consists of two CPAs: Darlene Lotz and Mark Leeder, staff accountants, administrative personnel, and several part time tax preparers.
Darlene was born and raised in Racine, Wisconsin.
She is a graduate of J.I. Case High School.
She attended the University of Wisconsin - Parkside, graduating with a major in accounting.
Darlene is a member of both the Wisconsin and American Institute of Certified Public Accountants.
Our staff consists of two CPAs: Darlene Lotz and Mark Leeder, staff accountants, administrative personnel, and several part time tax preparers.
Darlene was born and raised in Racine, Wisconsin.
She is a graduate of J.I. Case High School.
She attended the University of Wisconsin - Parkside, graduating with a major in accounting.
Darlene is a member of both the Wisconsin and American Institute of Certified Public Accountants.
Berkley, Iselin & Lotz, S.C. provides a wide range of services to individuals and businesses in a variety of industries.
At Berkley, Iselin & Lotz, S.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs-whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.
At Berkley, Iselin & Lotz, S.C., we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs-whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.
Please be advised that presently Robert Berkley holds Series 7 and 66 licenses in various states.
For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representatives before proceeding further.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representatives before proceeding further.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
Have you just started a new business?
Did you know expenses incurred before a business begins operations are not allowed as current deductions?
Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins.
However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
Did you know expenses incurred before a business begins operations are not allowed as current deductions?
Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins.
However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
Following are some generally recognized financial planning tools that may help you reduce your tax bill.
Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Health Savings Accounts (HSAs) - If you have a high deductible medical plan you can open an HSA and make tax deductible contributions to your account to pay for medical expenses.
Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Health Savings Accounts (HSAs) - If you have a high deductible medical plan you can open an HSA and make tax deductible contributions to your account to pay for medical expenses.
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