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2024-2025 Tax Changes: What You Need to Know

Writer's picture: Michael SilversMichael Silvers

2024-2025 Tax Changes: What You Need to Know


As a business owner, staying up-to-date with tax law changes is crucial for managing your finances and optimizing your tax strategy. With fewer updates in 2024, it’s important to understand the key tax changes that could impact your business in the upcoming tax season. Here’s a breakdown of the most important updates that you, as a business owner, need to know.


1. Increased Tax Brackets for 2024

The IRS adjusts tax brackets every year to account for inflation, and for 2024, those brackets have been updated. These changes are important for businesses, especially when it comes to how much you or your employees may owe or receive in refunds. Make sure to adjust your withholdings and tax planning accordingly.


2. Standard Deduction Increases

The IRS has raised the standard deduction for the 2024 tax year. As a business owner, you might benefit from this increase, especially if you don't itemize deductions. For example, the standard deduction for single filers has increased to $14,600 for 2024.


3. 1099-K Reporting Requirements

For business owners using third-party payment networks (like PayPal or Venmo), the 1099-K reporting threshold has dropped significantly to $5,000 in gross payments. This means more businesses will need to pay close attention to 1099-K forms, even if they only had a small number of transactions.


4. Earned Income Tax Credit (EITC) Changes

While the EITC primarily affects individuals, it can also have an indirect impact on businesses if you have employees or contractors who qualify. The maximum credit for 2024 is $7,830 for those with three or more dependents.


5. Retirement Account Contribution Increases

For business owners contributing to retirement accounts, the IRS has raised contribution limits for 401(k)s and IRAs. You can now contribute $23,000 to a 401(k) in 2024 (up to $30,500 if you're 50 or older). This can be a great opportunity to reduce your taxable income.


6. 529 Plan Rollovers to Roth IRA

If you have employees who use 529 Plans for education savings, they now have the option to roll over unused funds into a Roth IRA, starting January 1, 2024. This could be a useful strategy for employees planning for retirement.


7. Bonus Depreciation and Other Key Updates

  • Bonus Depreciation: Reduced to 60% in 2024.

  • Gift Tax Exclusion: Increased to $18,000 for 2024.

  • Adoption Credit: The maximum credit for adoption expenses has increased to $16,810.


How Silvers Financial Services Can Help

At Silvers Financial Services, we’re here to help you navigate these tax changes and make the most of available tax-saving opportunities. From adjusting retirement contributions to planning for new reporting requirements, our team can assist you in optimizing your tax strategy as a business owner. Contact us today to ensure you’re fully prepared for the 2024 tax year and beyond!

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