Why do I always seem to get a tax refund, and do I even want one? The first in this two-part series explores some of the common reasons that taxpayers often get tax refunds year after year, whether or not that’s a good thing, and what you can do to change it.
Check out our May 2017 client bulletin for a look at tax-wise portfolio rebalancing, social security strategies that still work and the benefits of a SIMPLE retirement plan.
Our April 2017 client bulletin takes a look at dealing with an IRS audit, deciding about a vacation home and having an ESOP as a retirement plan.
Check out our March 2017 client bulletin for a look at playing defense in a rising stock market, holding down premiums for Medicare Part B and safe harbor 401(k) plans for small companies.
Your basis is a key factor in determining your tax bill when you sell property. While it has always been important to diligently track your basis in property you own, a recent court case has shown yet another reason why this is so crucial.
The IRS has issued a reminder that it is allowed to certify to the US State Dept if a taxpayer has seriously delinquent tax debt, which could impact obtaining or keeping a US passport.
The IRS recently changed its stance regarding payments made by a teaching and research hospital to its research fellows, stating that these payments are now considered “wages” and are subject to social security taxation.
Our February 2017 client bulletin takes a look at after-tax dollars in traditional IRAs, options for long-term care products, and a case for defined benefit plans for (very) small companies.
While the IRS hasn’t issued final regulations on how crowdfunding arrangements should be taxed, we review the guidelines that can be followed to make sure you stay on the right track.
The IRS has released the 2017 optional standard mileage rates that taxpayers can use to compute deductible costs of operating automobiles (including vans, pickups and panel trucks) for business, medical, moving and charitable purposes.
