November 2017 Newsletter

November 2017 Newsletter

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Read our November 2017 Newsletter.  Topic include:

  • Handle with Care:  Mutual Funds and Taxes
  • Bad Debts aren’t always Bad News
  • Pondering the Purchase of a Life Insurance Policy
  • Are Frequent Flyer Miles Ever Taxable?

October 2017 Newsletter

October 2017 Newsletter

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Read our October 2017 Newsletter.  Topics include:

  • How to Steer Clear of Tax Issues Related to Shareholder Loans
  • Wills and Living Trusts:  Estate Planning Imperatives
  • Should You Change Your Business – Or Transform It?
  • 3 Strategies for Handling Estimated Tax Payments

September 2017 Newsletter

September 2017 Newsletter

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Read our September 2017 Newsletter.  Topics include:

  • Do You Need the Protection of a D&O Insurance Policy?
  • Beware of the Ongoing Risk of Employee Misclassification
  • Understanding the Differences between Health Care Accounts
  • 5 Keys to Disaster Planning for Individuals

August 2017 Newsletter

August 2017 Newsletter

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Read our August 2017 Newsletter.  Topics include:

  • Should You Convert From A C Corporation To An S Corporation?
  • Cool Down With A Dip Into Your Tax Records
  • IRS Permits High-Earner Roth IRA Rollover Opportunity
  • Shifting Capital Gains To Your Children

July 2017 Newsletter

July 2017 Newsletter

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Read our July 2017 Newsletter.  Topics include:

  • Why You Should (or Shouldn’t) Pursue an Acquisition
  • Leasing Property to Your Business Might Trigger Undesirable Tax Consequences
  • Which Type of Mortgage Loan Meets Your Needs?
  • Know Your Tax Hand When It Comes To Gambling

 

June 2017 Newsletter

June 2017 Newsletter

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Read our June 2017 Newsletter.  Topics include:

  • In Down Years, NOL Rules Can Offer Tax Relief
  • Asking the Right Questions About Long-Term Care Insurance
  • Renting Out Your Vacation Home?  Anticipate The Tax Impact
  • Thoughts and Musings on Family Budgeting

May 2017 Newsletter

May 2017 Newsletter

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Read our May 2017 Newsletter.  Topics included:

  • Could a Cost Segregation Study Save Your Company Taxes
  • Viatical Settlements:  A Funding Mechanism for Medical Costs
  • Watch out for IRD Issues When Inheriting Money
  • Reviewing the Innocent Spouse Relief Rules

April 2017 Newsletter

April 2017 Newsletter

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Read our April 2017 Newsletter. Topics include:

  • Reviewing your Company’s Buy-Sell Agreement
  • Able Accounts can Help Support the Disabled
  • So You Just Filed Your Taxes – Could an Audit be Next?
  • 5 Growth Strategies for Today’s Businesses

March 2017 Newsletter

Read our Mach 2017 Newsletter.  Topics include:

  • Got Nexus?  Find out Before Operating in Multiple States
  • 4 Tips for Donating Artwork to Charity
  • Identifying Qualifying Children For Tax Purposes
  • You’ve Hit the Jackpot!  Now What?

    March 2017 Newsletter

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February 2017 Newsletter

February 2017 Newsletter

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Read our February 2017 Newsletter.  Topics Include:

  • Consider Separating Real Estate Assets from your Business
  • Facing the Tax Challenges of Self-Employment
  • 4 Myths About Managing Your Debt
  • Phaseouts and Reductions: A Tax-Filing Reminder