March 2019 Newsletter

March 2019 Newsletter

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Read our March 2019 Newsletter.  Topics include:

  • Weigh the Tax Impact of Income vs Growth when Investing
  • Deducting Charitable Gifts depends on a Variety of Factors
  • Did Your Repair your Business Property or Improve it?
  • There may be Unclaimed Property with your Name on it

February 2019 Newsletter

February 2019 Newsletter

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Read our February 2019 Newsletter.  Topics include:

  • Multi-state Resident?  Watch out for Double Taxation
  • You’ve Got Time:  Small Businesses can still set up a 2018 SEP Plan
  • Fewer Taxpayers to Qualify for Home Office Deduction
  • Throwing Snowballs at your Mountain of Debt

January 2019 Newsletter

January 2019 Newsletter

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Read our January 2019 Newsletter.  Topic include:

  • Installment Sales:  A Viable Option for Transferring Assets
  • How to Trim the Fat From Your Inventory
  • Laying the Groundwork for your 2018 Tax Return
  • 7 ways to Prevent Elder Financial Abuse

December 2018 Newsletter

December 2018 Newsletter

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Read our December 2018 Newsletter.  Topics include:

    • An Intra-family Loan Is Worth Careful Consideration
    • Use Capital Losses to Offset Capital Gains
    • Accelerating your Property Tax Deduction to Reduce your Tax Bill
    • Is a PTO Contribution Arrangement Right for your Business?

 

November 2018 Newsletter

November 2018 Newsletter

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Read our November 2018 Newsletter.  Topic include:

  • Taxable vs Tax-Advantaged:  Where to Hold Investments
  • Is Now the Time for Some Life Insurance?
  • Getting Caught Up with the Latest Catch-Up Contributions
  • Year-End Tax Strategies for Accrual-Basis Businesses

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