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Have you coordinated your payable-on-death accounts with your estate plan? (March 11, 2020)
Payable-on-death (POD) accounts can be a blessing or a curse to your beneficiaries. Coordinating PODs with your estate plan is critical.

The IRS provides guidance on meal and entertainment deductions (March 10, 2020)
The Tax Cuts and Jobs Act eliminated some of the deductions for business-related meal and entertainment expenses. New guidance from the IRS, in the form of proposed regulations, address meal and entertainment expenses.

Work Opportunity Tax Credit extended through 2020 (March 5, 2020)
The Work Opportunity Tax credit was set to expire on Dec. 31, 2019. But a law passed late last year extends it through Dec. 31, 2020. Here’s how employers can benefit.

Home is where the tax breaks might be (March 4, 2020)
Buying a home and want to know how much of a tax break you’ll get for paying mortgage interest? Here are the rules.

Give your 401(k) plan a checkup at least once a year (March 3, 2020)
The health and well-being of your 401(k) plan calls for regular attention and care. Here are some important issues to examine.

Tax credits may help with the high cost of raising children (February 27, 2020)
The child tax credit is more valuable than it was a few years ago. In addition, more taxpayers are able to benefit from it. Here are the rules.

4 steps to a stronger balance sheet (February 26, 2020)
Market bulls and bears might disagree about when the next recession is coming. But everyone agrees that it’s smart to recession-proof your balance sheet … just in case.

Do you run your business from home? You might be eligible for home office deductions (February 25, 2020)
Do you operate your business from home or perform certain functions at home that are related to your business? You might be able to claim home office deductions on your tax return.

Reasons why married couples might want to file separate tax returns (February 20, 2020)
In most cases, married couples who file jointly save more money on taxes than those who file separate returns. However, there are cases when filing separately is a better option.

Determining whether you need to file a gift tax return can be tricky (February 18, 2020)
A solid gifting strategy often is the backbone of an estate plan. Knowing when a gift tax return must be filed can keep you on the right side of the IRS.

There still might be time to cut your tax bill with IRAs (February 12, 2020)
Saving for retirement is essential for financial security and the government provides tax incentives. If you’re eligible, you still have time to contribute to an IRA, Roth IRA or SEP and benefit on your 2019 tax return.

The SECURE Act likely to affect your retirement and estate plans (February 11, 2020)
How will the SECURE Act affect your retirement and estate plans?
No results found.

Have you coordinated your payable-on-death accounts with your estate plan? (March 11, 2020)
Payable-on-death (POD) accounts can be a blessing or a curse to your beneficiaries. Coordinating PODs with your estate plan is critical.

The IRS provides guidance on meal and entertainment deductions (March 10, 2020)
The Tax Cuts and Jobs Act eliminated some of the deductions for business-related meal and entertainment expenses. New guidance from the IRS, in the form of proposed regulations, address meal and entertainment expenses.

Work Opportunity Tax Credit extended through 2020 (March 5, 2020)
The Work Opportunity Tax credit was set to expire on Dec. 31, 2019. But a law passed late last year extends it through Dec. 31, 2020. Here’s how employers can benefit.

Home is where the tax breaks might be (March 4, 2020)
Buying a home and want to know how much of a tax break you’ll get for paying mortgage interest? Here are the rules.

Give your 401(k) plan a checkup at least once a year (March 3, 2020)
The health and well-being of your 401(k) plan calls for regular attention and care. Here are some important issues to examine.

Tax credits may help with the high cost of raising children (February 27, 2020)
The child tax credit is more valuable than it was a few years ago. In addition, more taxpayers are able to benefit from it. Here are the rules.

4 steps to a stronger balance sheet (February 26, 2020)
Market bulls and bears might disagree about when the next recession is coming. But everyone agrees that it’s smart to recession-proof your balance sheet … just in case.

Do you run your business from home? You might be eligible for home office deductions (February 25, 2020)
Do you operate your business from home or perform certain functions at home that are related to your business? You might be able to claim home office deductions on your tax return.

Reasons why married couples might want to file separate tax returns (February 20, 2020)
In most cases, married couples who file jointly save more money on taxes than those who file separate returns. However, there are cases when filing separately is a better option.

Determining whether you need to file a gift tax return can be tricky (February 18, 2020)
A solid gifting strategy often is the backbone of an estate plan. Knowing when a gift tax return must be filed can keep you on the right side of the IRS.

There still might be time to cut your tax bill with IRAs (February 12, 2020)
Saving for retirement is essential for financial security and the government provides tax incentives. If you’re eligible, you still have time to contribute to an IRA, Roth IRA or SEP and benefit on your 2019 tax return.

The SECURE Act likely to affect your retirement and estate plans (February 11, 2020)
How will the SECURE Act affect your retirement and estate plans?
No results found.
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