October 2018 Newsletter

October 2018 Newsletter

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Read our October 2018 Newsletter.  Topics include:

  • Are you a Member of the Sandwich Generation?
  • Avoid Penalties by Abiding by the NQDC Tax Rules
  • 3rd Quarter Tax Calendar
  • DOL has Increased Scrutiny of Defined Benefit Plans
  • Catching Up with the Home Mortgage Interest Deduction

September 2018 Newsletter

September 2018 Newsletter

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Read our September 2018 Newsletter.  Topics include:

  • TCJA Draws a Silver Lining Around the Individual AMT
  • How Spouse-Owned Businesses Can Reduce Self-Employment Taxes
  • Study up on the Tax Advantages of a 529 Savings Plan
  • When is Bartering Taxable?

August 2018 Newsletter

August 2018 Newsletter

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Read our August 2018 Newsletter.  Topics Include:

  • Take Note of the Distinctive Features of Roth IRAs
  • Assessing your Exposure to the Estate Tax and Gift Tax
  • LLC and LLP Owners Should Befriend the PAL Rules
  • Is Your Company Overpaying on Sales and Use Taxes?

July 2018 Newsletter

July 2018 Newsletter

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Read our July 2018 Newsletter.  Topics Include:

  • Don’t Let the Kiddie Tax Play Costly Games With You
  • 4 Questions to Ask Before Hiring Household Help
  • ESOPs Offer Businesses Tax and Other Benefits
  • Retirement Plan Options for Business Owners

June 2018 Newsletter

Read our June 2018 Newsletter.  Topics include:

  • How to be Tax-Smart when it comes to Mutual Funds
  • Deducting Home Equity Interest under the Tax Cuts and Jobs Act
  • 3 Common Types of IRS Tax Penalties
  • Beware of Tax Traps when making an Employee a Partner

May 2018 Newsletter

May 2018 Newsletter

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Read our May 2018 Newsletter.  Topics include:

  • Do You Have Your Own Wealth Management Plan?
  • Choosing Between a Calendar Tax Year and a Fiscal Tax Year
  • Get and Early Tax “Refund” by Adjusting Your Withholding
  • Foreign Accounts Call For Specific Reporting Requirements

April 2018 Newsletter

April 2018 Newsletter

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Read our April 2018 Newsletter. Topics include:

  • Getting to Know Your Credit and Debit Cards a Bit Better
  • No Kidding:  Child Credit to Get Even More Valuable
  • What is “Reasonable Compensation,” Anyway?
  • The New Deal on Employee Meals (and Entertainment)

March 2018 Newsletter

March 2018 Newsletter

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Read our March 2018 Newsletter.  Topics include:

  • Dynasty Trusts are more Valuable than ever
  • Heed the Warning Signs of W-2 Phishing Scams
  • Business Owners:  Brush up on Bonus Depreciation
  • The Changing Face of Personal Exemptions and the Standard Deduction