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IRS updates rules for mileage-related deductions (December 4, 2019)
Do you or your employees deduct transportation expenses for operating an automobile for business purposes? If so, learn about recent IRS guidance on optional standard mileage rates.

What is your taxpayer filing status? (December 3, 2019)
Should you file your tax return as a single person, a married couple filing jointly, a “head of household” or some other status? This explains what the federal tax filing statuses are and who can claim them.

Flex plan: In an unpredictable estate planning environment, flexibility is key (November 27, 2019)
Trying to predict the future of the federal estate tax is a fool’s game. Protect your assets by building flexibility into your estate plan.

The tax implications if your business engages in environmental cleanup (November 26, 2019)
Many businesses engage in cleaning up environmental contamination. Unfortunately, every type of environmental cleanup expense cannot be currently deducted on your tax return. Here are the basic rules.

Using your 401(k) plan to save this year and next (November 25, 2019)
Have you been contributing enough in 2019 to your employer’s 401(k) plan or Roth 401(k)? Here are the contribution limits for this year and the just-announced limit for 2020.

BDIT lets you give away property without losing control (November 20, 2019)
While a beneficiary defective inheritor’s trust (BDIT) may be a complex estate planning strategy, it may be right for you if you don’t wish to relinquish control of your assets.

Small businesses: Get ready for your 1099-MISC reporting requirements (November 19, 2019)
Has your small business paid independent contractors, vendors or others at least $600 for services during 2019? Here are the reporting requirements you may face.

Forget cybercrime — “creepers” are an old-school threat to your business (November 18, 2019)
IT security must remain a priority for organizations. But don’t let virtual threats blind you to physical ones. Here’s how “creepers” use lax security and social engineering to get into your business premises.

The net investment income tax is alive and well: How it can affect your estate plan (November 12, 2019)
If the 3.8% net investment income tax applies to you, it could be to the detriment of your estate plan. Learn why.

Factor 2020 cost-of-living adjustments into your year-end tax planning (November 11, 2019)
If you’re working on your year-end tax plan, you’d be wise to take these 2020 cost-of-living amounts into consideration.

You may be ABLE to save for a disabled family member with a tax-advantaged account (November 14, 2019)
Do you want to provide extra money to a disabled family member but you don’t want them to lose eligibility for government benefits to which they’re entitled? Consider a tax-advantaged ABLE account.

IRA charitable donations are an alternative to taxable required distributions (November 7, 2019)
There’s a tax-smart strategy for high-net-worth individuals over 70-1/2 years old who have IRAs and are charitably minded.
No results found.

IRS updates rules for mileage-related deductions (December 4, 2019)
Do you or your employees deduct transportation expenses for operating an automobile for business purposes? If so, learn about recent IRS guidance on optional standard mileage rates.

What is your taxpayer filing status? (December 3, 2019)
Should you file your tax return as a single person, a married couple filing jointly, a “head of household” or some other status? This explains what the federal tax filing statuses are and who can claim them.

Flex plan: In an unpredictable estate planning environment, flexibility is key (November 27, 2019)
Trying to predict the future of the federal estate tax is a fool’s game. Protect your assets by building flexibility into your estate plan.

The tax implications if your business engages in environmental cleanup (November 26, 2019)
Many businesses engage in cleaning up environmental contamination. Unfortunately, every type of environmental cleanup expense cannot be currently deducted on your tax return. Here are the basic rules.

Using your 401(k) plan to save this year and next (November 25, 2019)
Have you been contributing enough in 2019 to your employer’s 401(k) plan or Roth 401(k)? Here are the contribution limits for this year and the just-announced limit for 2020.

BDIT lets you give away property without losing control (November 20, 2019)
While a beneficiary defective inheritor’s trust (BDIT) may be a complex estate planning strategy, it may be right for you if you don’t wish to relinquish control of your assets.

Small businesses: Get ready for your 1099-MISC reporting requirements (November 19, 2019)
Has your small business paid independent contractors, vendors or others at least $600 for services during 2019? Here are the reporting requirements you may face.

Forget cybercrime — “creepers” are an old-school threat to your business (November 18, 2019)
IT security must remain a priority for organizations. But don’t let virtual threats blind you to physical ones. Here’s how “creepers” use lax security and social engineering to get into your business premises.

The net investment income tax is alive and well: How it can affect your estate plan (November 12, 2019)
If the 3.8% net investment income tax applies to you, it could be to the detriment of your estate plan. Learn why.

Factor 2020 cost-of-living adjustments into your year-end tax planning (November 11, 2019)
If you’re working on your year-end tax plan, you’d be wise to take these 2020 cost-of-living amounts into consideration.

You may be ABLE to save for a disabled family member with a tax-advantaged account (November 14, 2019)
Do you want to provide extra money to a disabled family member but you don’t want them to lose eligibility for government benefits to which they’re entitled? Consider a tax-advantaged ABLE account.

IRA charitable donations are an alternative to taxable required distributions (November 7, 2019)
There’s a tax-smart strategy for high-net-worth individuals over 70-1/2 years old who have IRAs and are charitably minded.
No results found.
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