IRS Shuts Door on SALT Creative Workarounds The IRS said no to some of the creative workarounds for the new…
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Tax Savings
Why We Watch Your RMDs
What Are Required Minimum Distributions? Some clients are surprised when they learn that the IRS forces them to take “required…
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Gift and Estate Taxes After Reform
Gifting Maximums Increased Many of our clients had been gifting (or receiving) the maximum $14,000 annual tax-free amount for years….
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Mid-Year 2018 Tax Planning
Half-Time: Taking Stock of the Tax Changes The Tax Cuts and Jobs Act passed in 2017 changed the federal tax…
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Year-End Tax Strategies
The House and the Senate have passed their versions of a tax reform bill and there are many similarities, including…
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Self-Employed: Tax Issues
Being self-employed has many advantages beyond being your own boss. But it also comes with challenges, especially how to handle…
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