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ALERTS AND ARTICLES
Stay up to date with the most recent industry news and what’s happening at Topel Forman
Assess for fraud risk before you experience financial losses (July 23, 2019)
Do you look for fraud threats the same way a dishonest employee would, as opportunities with relatively little risk of exposure? You should. Read on for more about conducting a fraud risk assessment.
Thinking about a Roth IRA conversion? Now may be the ideal time (July 17, 2019)
It’s been said that timing is everything. With the reduction of individual income tax rates under the Tax Cuts and Jobs Act, now may be the right time to convert a traditional IRA to a Roth IRA.
Summer: A good time to review your investments (July 16, 2019)
As the old song goes: “Summertime, and the livin’ is easy.” But take some time to review your investment portfolio for possible growth and tax reduction strategies.
Volunteering for charity: Do you get a tax break? (July 11, 2019)
Do you spend time volunteering for charity? While you can’t deduct the value of your time, you may be able to deduct some of the out-of-pocket costs. Here are the rules.
Which entity is most suitable for your new or existing business? (July 10, 2019)
In the past couple of years, major changes have been made to the taxation of both C corporations and pass-through entities (including sole proprietorships). So what’s the best entity choice for your small business?
4 negative outcomes of jointly owning property with a family member (July 8, 2019)
Don’t be caught off guard by the estate planning pitfalls of jointly owning property with loved ones.
Donating your vehicle to charity may not be a taxwise decision (July 2, 2019)
A tax deduction isn’t the only reason for donating a vehicle to charity. But if you’re counting on one, make sure you understand the rules. You may wind up with a small deduction or none at all.
Ease itemized deduction limitations using a nongrantor trust (June 27, 2019)
Nongrantor trusts are gaining popularity, as current estate planning objectives have moved from limiting estate tax liability to reducing income taxes. Learn why.
If your kids are off to day camp, you may be eligible for a tax break (June 26, 2019)
If you meet certain requirements, you may be eligible for a tax break on summer day camp expenses you pay for your child. Here is a rundown of the rules.
Congress acts to reform the IRS, enhance taxpayer protections (June 20, 2019)
The Taxpayer First Act is a wide-ranging IRS reform bill that also includes various other provisions that protect taxpayers’ rights. Here are the details.
Could you unearth hidden profits in your company? (June 19, 2019)
Unbeknownst to us, many a valuable thing may lie just beneath our feet. So it goes for businesses, which can discover unseen profits through savvy strategic planning.
You have options when addressing life insurance in your estate plan (June 13, 2019)
What factors should figure into your decision on who should own your life insurance policy?
No results found.
Assess for fraud risk before you experience financial losses (July 23, 2019)
Do you look for fraud threats the same way a dishonest employee would, as opportunities with relatively little risk of exposure? You should. Read on for more about conducting a fraud risk assessment.
Thinking about a Roth IRA conversion? Now may be the ideal time (July 17, 2019)
It’s been said that timing is everything. With the reduction of individual income tax rates under the Tax Cuts and Jobs Act, now may be the right time to convert a traditional IRA to a Roth IRA.
Summer: A good time to review your investments (July 16, 2019)
As the old song goes: “Summertime, and the livin’ is easy.” But take some time to review your investment portfolio for possible growth and tax reduction strategies.
Volunteering for charity: Do you get a tax break? (July 11, 2019)
Do you spend time volunteering for charity? While you can’t deduct the value of your time, you may be able to deduct some of the out-of-pocket costs. Here are the rules.
Which entity is most suitable for your new or existing business? (July 10, 2019)
In the past couple of years, major changes have been made to the taxation of both C corporations and pass-through entities (including sole proprietorships). So what’s the best entity choice for your small business?
4 negative outcomes of jointly owning property with a family member (July 8, 2019)
Don’t be caught off guard by the estate planning pitfalls of jointly owning property with loved ones.
Donating your vehicle to charity may not be a taxwise decision (July 2, 2019)
A tax deduction isn’t the only reason for donating a vehicle to charity. But if you’re counting on one, make sure you understand the rules. You may wind up with a small deduction or none at all.
Ease itemized deduction limitations using a nongrantor trust (June 27, 2019)
Nongrantor trusts are gaining popularity, as current estate planning objectives have moved from limiting estate tax liability to reducing income taxes. Learn why.
If your kids are off to day camp, you may be eligible for a tax break (June 26, 2019)
If you meet certain requirements, you may be eligible for a tax break on summer day camp expenses you pay for your child. Here is a rundown of the rules.
Congress acts to reform the IRS, enhance taxpayer protections (June 20, 2019)
The Taxpayer First Act is a wide-ranging IRS reform bill that also includes various other provisions that protect taxpayers’ rights. Here are the details.
Could you unearth hidden profits in your company? (June 19, 2019)
Unbeknownst to us, many a valuable thing may lie just beneath our feet. So it goes for businesses, which can discover unseen profits through savvy strategic planning.
You have options when addressing life insurance in your estate plan (June 13, 2019)
What factors should figure into your decision on who should own your life insurance policy?
No results found.
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