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.
Newsletters & Articles
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.
Charitable Donations and the New Tax Law: Minimizing Your Tax Bill While Maximizing Your Giving
The new tax law made changes that can reduce or even remove the tax benefits of making charitable contributions. We put together a few strategies that you can use to save on taxes while maintaining your charitable giving.
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.
When the Government Can Help Fund Your IRA: Finding the Silver Lining in a Down Year
Starting a new business can mean lower-than-usual income until things get up and running. So can taking off time to travel or care for a loved one. Make the most of a low-income year by having the government help you fund your IRA with the Saver’s Credit.
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!
Changes to State Sales Tax Filing Requirements Following the USSC’s Ruling in the Wayfair Case
On June 23rd, the Supreme Court issued its decision in the South Dakota v Wayfair case, overturning the Quill physical presence standard for nexus that had been the law of the land for sales tax purposes for the past several decades. Here’s what you need to know…
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.