June 19, 2018 Investing in Qualified Small Business Stock Investing in qualified small business (QSB) stock offers some attractive tax benefits, especially considering that the Tax Cuts and Jobs … Read More
June 15, 2018 The Tax Impact of the TCJA on Estate Planning Your estate plan may need a tax update in light of the Tax Cuts and Jobs Act, even if your … Read More
June 5, 2018 Why You Should Factor in State and Local Taxes When Retiring Trying to decide where to retire? To avoid unpleasant tax surprises, it’s critical to consider state and local income, property, … Read More
May 30, 2018 Saving Tax on Restricted Stock Awards Have you recently been awarded restricted stock or do you expect to be awarded such stock this year? The Section … Read More
May 21, 2018 Watch Out For Tax-Related Identity Theft Scams Tax-related identity theft can affect individuals and businesses alike. Understanding the latest scams and knowing what to do if you … Read More
April 4, 2018 Section 163 (J) Interest Limitation Guidance On April 2, the U.S. Department of the Treasury and the IRS (Treasury) released Notice 2018-28 (the Notice) to provide … Read More
March 27, 2018 Can I Claim My Parents as Dependents on My Taxes? Today many people provide some financial support to an elderly parent. If you’re among them, you might qualify for a … Read More
March 23, 2018 Tax Reform Planning: 7 Things to Look Out For As the biggest change to the tax code in a generation, the new tax regime will have broad implications on … Read More
March 3, 2018 Insight For Long Term Capital Gain Treatment On Thursday, March 1, 2018, the Internal Revenue Service (IRS) issued Notice 2018-18 (the “Notice”) announcing the intention on the … Read More
February 27, 2018 Home Equity Borrowers Get Good News from the IRS If you’re considering a home equity loan, know that, as of Jan. 1, the rules have changed under the Tax … Read More
February 14, 2018 Families With College Students May Save On Their Taxes The recently passed Bipartisan Budget Act of 2018 included an extension of the tuition and fees deduction. But that may … Read More
February 6, 2018 TCJA Temporarily Lowers Medical Deduction Threshold The new tax law makes it easier to claim the medical expense deduction on your 2017 tax return. It provides … Read More
