December 2017 Client Bulletin
Check out our December client bulletin for a look at asset management fees, Roth IRA reversals and year-end thank you gifts from business owners.
Blog
Moving Expenses May Be Deductible
Some moving expenses related to starting a new job or relocating an existing job are deductible. See if this information can help you!
November 2017 Client Bulletin
Our November client bulletin is all about year-end tax planning! Check it out for a look at planning for investors, retirement, charitable donations, small business and more!
What is a “closing of the books” election, and how can it help allocate income or loss in an S-Corp after a shareholder is bought out?
An S-Corp is a popular structure to use for a small business. However, despite having many positive features, an S-Corp is a highly inflexible structure with many limitations. One such limitation is the way in which income or loss can be allocated to the shareholders.
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.
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).