CLIENT ALERTS
YEAR END FORM 1099 REPORTING FOR 2022
01.19.2023
The following information is presented to assist you and your trade or business entity in identifying, preparing, and filing required information with the IRS.
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GMS SURGENT YEAR-END TAX SAVING TIPS
12.19.2022
As the year draws rapidly to a close, it's not too late to consider tax planning strategies. Thisyear-end memo includes certain ideas that we have communicated to you in the past, and also includes new suggestions for this year or next.
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RETIREMENT PLAN DOLLAR LIMITATION ON BENEFITS AND CONTRIBUTIONS
11.09.2022
The IRS has announced the 2023 cost-of-living adjustments (COLAs) with respect to retirement plan limits.
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NEWSROOM
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"GMS Surgent” is the brand name under which GMS Surgent, LLC and GMS Surgent Advisors, LLC provide professional services. GMS Surgent, LLC and GMS Surgent Advisors, LLC are independently owned firms that practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. GMS Surgent, LLC is a licensed CPA firm that primarily provides attest services. GMS Surgent Advisors, LLC provides tax and business consulting services and does not provide investment advisory services. GMS Surgent Advisors, LLC is not a licensed CPA firm nor a registered investment advisor.