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TaylorChandlerGets Fourth Consecutive Nomination for CPA Firm of the Year in US Captive Awards

8/6/2018 2:59:52 PM taylorchandler taylor chandler tc cpa captive award nomination firm

For the fourth consecutive year, TaylorChandler (TC) has been nominated for CPA Firm of the Year in the US Captive Awards organized by Captive Review magazine.

 

TC earned this important national recognition due to its experience, quality, and expertise in the insurance industry.

 

The CPA Firm of the Year category is open to all regulated CPA firms serving US parented captives. Judges pay particular attention to examples of efficiencies in areas such as GAAP, statutory reporting, auditing & tax reporting. Judges also look for firms that show a clear understanding of their client’s specific and unique requirements.  This category is judged by a panel comprised of captive owners.

 

“TaylorChandler is honored to be recognized as one of the top CPA Firms in the country,“ said TC co-founder Britt Taylor.

 

The US Captive Awards, now in their seventh year, recognize and reward those providers of captive insurance products and services who have outperformed their competitors and demonstrated the highest levels of excellence over the past 12 months. The judging process is rigorous and thorough to ensure that all the entries receive full consideration and that the true winners are chosen.

 

The US Captive Awards ceremony will be held on Monday, August 6th in Burlington, Vermont.

 

TaylorChandler earns THIRD consecutive nomination for CPA Firm of the Year in the US Captive Awards

7/13/2017 5:41:54 PM captives cpa firm of the year awards captive review us captive awards nomination

For the third consecutive year, TaylorChandler (TC) has made the shortlist and has been nominated for CPA Firm of the Year in the US Captive Awards organized by Captive Review magazine.

TC earned this important national recognition due to its experience, quality, and expertise in the insurance industry.


The CPA Firm of the Year category is open to all regulated CPA firms serving US parented captives. Judges pay particular attention to examples of efficiencies in areas such as GAAP, statutory reporting, auditing & tax reporting. Judges also look for firms that show a clear understanding of their client’s specific and unique requirements.  This category is judged by a panel comprised of captive owners.

“TaylorChandler is honored to be recognized as one of the top CPA Firms in the country,“ said TC co-founder Britt Taylor.

The US Captive Services Awards, now in their sixth year, recognize and reward those providers of captive insurance products and services who have outperformed their competitors and demonstrated the highest levels of excellence over the past 12 months. The judging process is rigorous and thorough to ensure that all the entries receive full consideration and that the true winners are chosen.


The US Captive Awards ceremony will be held on Monday August 7th in Burlington, Vermont.

Tax Relief for Victims of Severe Storms, Tornadoes and Straight-line Winds in Georgia

1/30/2017 6:55:21 PM tax relief storms georgia

For our clients in Georgia, please contact our Albany office if you were affected by the storms and want to see if you qualify for tax relief from the IRS.

Click Link below to learn more:

https://www.irs.gov/uac/tax-relief-for-victims-of-severe-storms-tornadoes-and-straightline-winds-in-georgia

TaylorChandler Gets Second Consecutive Nomination for CPA Firm of the Year in US Captive Awards

7/15/2016 7:52:42 PM firm of the year captive awards captive review taylorchandler

For the second consecutive year, TaylorChandler (TC) has been nominated for CPA Firm of the Year in the US Captive Awards organized by Captive Review magazine.

TC earned this important national recognition due to its experience, quality, and expertise in the insurance industry.

The CPA Firm of the Year category is open to all regulated CPA firms serving US parented captives. Judges pay particular attention to examples of efficiencies in areas such as GAAP, statutory reporting, auditing & tax reporting. Judges also look for firms that show a clear understanding of their client’s specific and unique requirements.

“TaylorChandler is honored to be recognized as one of the top CPA Firms in the country,“ said TC co-founder Britt Taylor.

The US Captive Services Awards, now in their fifth year, recognize and reward those providers of captive insurance products and services who have outperformed their competitors and demonstrated the highest levels of excellence over the past 12 months. The judging process is rigorous and thorough to ensure that all the entries receive full consideration and that the true winners are chosen.

The US Captive Awards ceremony will be held on Monday August 8 at the Hilton Burlington, Vermont

TaylorChandler Nominated for CPA Firm of the Year in US Captive Awards

7/20/2015 9:18:18 PM firm of the year captive awards tc cpa insurance captive review

MONTGOMERY, AL — July 20, 2015 — TaylorChandler (TC) has been nominated for CPA Firm of the Year in the US Captive Awards organized by Captive Review magazine.

TC earned this important national recognition due to its experience, quality, and expertise in the insurance industry.

The CPA Firm of the Year category is open to all regulated CPA firms serving US parented captives. Judges pay particular attention to examples of efficiencies in areas such as GAAP, statutory reporting, auditing & tax reporting. Judges also look for firms that show a clear understanding of their client’s specific and unique requirements.

TaylorChandler is honored to be recognized as one of the top CPA Firms in the country,“ said TC co-founder Britt Taylor.

The US Captive Services Awards, now in their fourth year, recognize and reward those providers of captive insurance products and service who have outperformed their competitors and demonstrated the highest levels of excellence over the past 12 months. 

The judging process is rigorous and thorough to ensure that all the entries receive full consideration and that the true winners are chosen.

The US Captive Awards ceremony will be held on Monday August 10 in Burlington, Vermont.

About TaylorChandler LLC

TaylorChandler was founded in 2003. The company is nationally recognized as a leader in the insurance industry. In 2015, TC earned a nomination for CPA Firm of the Year in the US Captive Service Awards organized by Captive Review magazine. TC delivers broad customer solutions to all types of insurance entites, including captives, mutuals, RRGs, and self insurance funds.

TC Building Featured in Montgomery Advertiser

7/2/2015 5:18:03 PM montgomery advertiser southern living hampstead office space tc

TC's new office building in Montgomery, Alabama was featured by the Montgomery Advertiser. 

The article summarizes TC's move to Hampstead and features Hampstead, which this spring was selected as one of Southern Living magazine's "Southern Living Inspired Communities."

To read more, please visit http://www.montgomeryadvertiser.com/story/news/local/east-montgomery/2015/06/30/space-available-hampsteads-new-office-building/29527547/.

IRS Announces 2016 HSA contribution limits

5/5/2015 4:40:54 PM hsa irs 2016 single family high deductible

According to the IRS, the maximum contribution that can be made next year to an HSA linked to a high-deductible plan will be:

• $3,350 for single coverage

• $6,750 for employees with family coverage

However, maximum out-of-pocket expenses will increase in 2016 for both.

Maximum out-of-pocket employee expense, including deductibles, will be:

• $6,550 for single coverage

• $13,100 for family coverage.

For 2016, a high-deductible health plan is defined as a one with an annual deductible of least $1,300 for single coverage and $2,600 for family coverage.

Increases in the HSA limits, which are detailed in Revenue Procedure 2015-30, are tied to changes in the cost of living.

Please contact your TC advisor for more information.

Hampstead selected as a “Southern Living Inspired Community” -- TC Headquarters key piece of town center

4/16/2015 5:33:16 PM hampstead southern living inspired community town center headquarters

For nearly 50 years, Southern Living has been a leading inspiration for the region, featuring ideas and happenings in the South. The Southern Living brand is synonymous with quality, integrity, and the character of the South.


Hampstead is thrilled to announce its selection as one of Southern Living magazine’s “Southern Living Inspired Communities.”

TaylorChandler's headquarters in Montgomery, Alabama is a key centerpiece to the Hampstead Town Center. 

This select group of neighborhoods throughout the country are marked by charm, taste, and vibrant community life that embodies a distinctive pride of place. They embrace the natural beauty of the Southern landscape, display the best of quality architecture, and contain environments that foster communal gatherings.

As a Southern Living Inspired Community, Hampstead will form an ongoing partnership with the nation's eighth largest monthly, paid magazine. That means putting on joint events, helping to create content for the magazine's nearly 20 million readers and even building a Southern Living model home.

An original town plan by Duany Plater-Zyberk & Company, Hampstead continues the tradition of community building and craftsmanship with its vibrancy and friendliness, elegant architecture, town center, neighborhood school, parks and preserves, boating, fishing, swimming, and much more. 

For more please visit www.hampsteadliving.com!

 

IRS Clarifies Application of One-Per-Year Limit on IRA Rollovers, Allows Owners of Multiple IRAs a Fresh Start in 2015

11/18/2014 11:46:38 PM ira rollover irs 2015 roth

 

The Internal Revenue Service recently issued guidance clarifying the impact a 2014 IRA rollover has on the one-per-year limit imposed on tax-free rollovers between IRAs.


The clarification relates to a change, announced earlier this year, in the way the statutory one-per-year limit applies to rollovers between IRAs. The change in the application of the one-per-year limit precludes an individual from making more than one tax-free rollover in any one-year period, even if the rollovers involve different IRAs.

Before 2015, the one-per-year limit applies only on an IRA-by-IRA basis (that is, only to rollovers involving the same IRAs). Beginning in 2015, the limit will apply by aggregating all an individual's IRAs, effectively treating them as if they were one IRA for purposes of applying the limit.


The new interpretation will apply beginning Jan. 1, 2015. A distribution from an IRA received during 2014 and properly rolled over (normally within 60 days) to another IRA, will have no impact on any distributions and rollovers during 2015 involving any other IRAs owned by the same individual. This will give IRA owners a fresh start in 2015 when applying the one-per-year rollover limit to multiple IRAs.


Although an eligible IRA distribution received on or after Jan. 1, 2015 and properly rolled over to another IRA will still get tax-free treatment, subsequent distributions from any of the individual's IRAs (including traditional and Roth IRAs) received within one year after that distribution will not get tax-free rollover treatment. A rollover between an individual's Roth IRAs will preclude a separate tax-free rollover within the 1-year period between the individual's traditional IRAs, and vice versa.


As before, Roth conversions (rollovers from traditional IRAs to Roth IRAs), rollovers between qualified plans and IRAs, and trustee-to-trustee transfers—direct transfers of assets from one IRA trustee to another—are not subject to the one-per-year limit and are disregarded in applying the limit to other rollovers.

For more help on this subject, please contact TC for adequate planning advise.

IRS Announces 2015 Pension Plan Limits

10/31/2014 1:31:21 AM 2015 irs 401k pension 457 403b limit phaseout deferral contribution ira savers credit

The Internal Revenue Service recently announced adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015.

Highlights include the following:

  • The elective deferral (contribution) limit for employees who participate in 401k, 403b, and most 457 plans is increased from $17,500 to $18,000.
  • The catch-up contribution limit for employees aged 50 and over who participate in 401k, 403b, and most 457 plans is increased from $5,500 to $6,000.
  • The limit on annual contributions to an IRA remains unchanged at $5,500. The additional catch-up contribution limit for individuals aged 50 and over remains $1,000.

Phaseouts:

  • The deduction for taxpayers making contributions to a traditional IRA is phased out for singles and heads of household who are covered by a workplace retirement plan and have modified adjusted gross incomes (AGI) between $61,000 and $71,000, up from $60,000 and $70,000 in 2014.

For married couples filing jointly, in which the spouse who makes the IRA contribution is covered by a workplace retirement plan, the income phase-out range is $98,000 to $118,000, up from $96,000 to $116,000.

For an IRA contributor who is not covered by a workplace retirement plan and is married to someone who is covered, the deduction is phased out if the couple’s income is between $183,000 and $193,000, up from $181,000 and $191,000.

For a married individual filing a separate return who is covered by a workplace retirement plan, the phase-out range remains $0 to $10,000.

  • The AGI phase-out range for taxpayers making contributions to a Roth IRA is $183,000 to $193,000 for married couples filing jointly, up from $181,000 to $191,000 in 2014. For singles and heads of household, the income phase-out range is $116,000 to $131,000, up from $114,000 to $129,000. For a married individual filing a separate return, the phase-out range remains $0 to $10,000.
  • The AGI limit for the saver’s credit (also known as the retirement savings contribution credit) for low- and moderate-income workers is $61,000 for married couples filing jointly, up from $60,000 in 2014; $45,750 for heads of household, up from $45,000; and $30,500 for married individuals filing separately and for singles, up from $30,000.

For more visit:

http://www.irs.gov/uac/Newsroom/IRS-Announces-2015-Pension-Plan-Limitations;-Taxpayers-May-Contribute-up-to-$18,000-to-their-401(k)-plans-in-2015