October Client Bulletin
Our October 2017 client bulletin takes a look at preparing your kids for financial independence, how a new IRS ruling may rescue estate plans, and the tax court’s approval of the 100% business meal deduction.
Blog
September 2017 Client Bulletin
This month’s newsletter takes a look at Ginnie Mae funds for retirement planning, tax credits vs tax deductions, and R&D tax credits for small businesses.
I want to rent out my beach house, what do I need to know?
As far as tax topics go, there’s not that much to renting out your vacation home, and depending on your rental and personal use of the home, you may not have to do anything at all! Not sure if this applies to you? Let us know, we can help!
August 2017 Client Bulletin
This month we take a look at increasing college costs, FAFSA planning, asset allocation in 529 plans, the Trump tax plan, and how small business retirement plans compare.
What does it mean to be a Real Estate Professional and how will it help me pay less tax?
The Real Estate Professional rules are a complicated and often confusing area of the tax code, but one that can potentially provide those working in real estate with significant tax savings. Do you work in real estate and have income or losses from rental properties? Read on!
July 2017 Client Bulletin
Our July bulletin takes a look at calculating retirement needs, taxable versus tax-deferred accounts and how small companies can do well while doing good (by making charitable contributions).
I Live in One State and Work in Another, How Should I Withhold Taxes from my Paycheck?
You need to give careful consideration to your state taxes (and the Resident Credit) when you live in one state and work in another. We take a look at this situation for a hypothetical taxpayer who commutes from NJ to NYC.
June 2017 Client Bulletin
Check out our June 2017 client bulletin for a look at the third best investment you can make, the many purposes behind a prenup, and 401(k) plans for companies without employees.
My Afternoon as a Middle School Math Teacher
Last Friday I had the privilege of temporarily joining the Middle School Math Deptartment at Trinity School, so I set out to (hopefully) enlighten the seventh grade on the topic of marginal tax rates.
Why do I always seem to get a tax refund, and do I even want one? Part 2 of 2
Why do I always seem to get a tax refund, and do I even want one? Part two in this two-part series revisits our questions from part one, but this time from the perspective of a taxpayer who is self-employed and has to deal with tax projections and paying estimates.