January 2019 Client Bulletin
Our January bulletin looks at IRAs – Double (and triple) IRA season is here, reviewing your insurance coverage, and the IRS’s take on business meal deductions.
Author Archives: WFFA
December 2018 Client Bulletin
Our Dec 2018 bulletin looks at the affect of the new SALT deduction limits on home sales, the importance of powers of attorney, and how small businesses should handle year-end bonuses.
November 2018 Client Bulletin
Our November client bulletin takes a look at tax planning for individuals and businesses under the new tax law, with a close look at changes to individual deductions.
October 2018 Client Bulletin
Our October 2018 client bulletin takes a look the Supreme Court’s decision in the Wayfair case and how it affects e-commerce businesses, buy-write strategies for a flat market, and how bond ladders may hedge interest rate hikes.
September 2018 Client Bulletin
Our September 2018 client bulletin takes a look at the IRS’s recent notice regarding changes to the SALT deduction, using life insurance as a hedge, and funding your buy-sell agreement with life insurance.
August 2018 Client Bulletin
Our August 2018 client bulletin takes a look at how the new tax law affects 529 plans, the G.I. Bill (it’s forever), and education as a small-business fringe. Not sure about something you read? Think it may apply to you? Give us a call!
July 2018 Client Bulletin
Our July 2018 client bulletin takes a look at a little more give in the gift tax, making sure you don’t neglect estate planning, and moving your business to a low-tax state.
It Is Never Too Late to Update Your Withholdings
Did you do your “paycheck checkup”? Are you having the correct amount of tax withheld after changes enacted by the Tax Cuts and Jobs Act? This calculator can help you make sure your withholding still works under the new tax code.
Changes to Depreciation Limits on Luxury Automobiles
The 2018 tax law changed depreciation limits for passenger vehicles placed in service after Dec. 31, 2017, with the greatest allowable deduction for year one now going up to $18,000 (with bonus depreciation) and $10,000 (without bonus depreciation).
June 2018 Client Bulletin
Our June client bulletin takes a look at how small businesses cope with summer vacations, the IRS giving a thumbs up on home equity deductions, and how a retirement bucket plan can help navigate a volatile market.