March 2017 Client Bulletin
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.
Newsletters & Articles
The Importance of Tracking Basis
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 Can Now Prevent the Issuance of a Passport to Those With More than $50,000 of Federal Tax Debt
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.
IRS Changes Stance – Payments to Research Fellows Now Considered Compensation
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.
February 2017 Client Bulletin
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.
Kickstarting the Right Way – The Taxation of Crowdfunding
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.
Updated 2017 Standard Mileage Rates
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.
30 Days – The Less Commonly Known Wash Sale Rule
Many people know what a wash sale is, but even savvy traders are often unaware of this less commonly known rule when it comes to using your capital losses to offset gains.
January 2017 Client Bulletin
Our January 2017 client bulletin takes a look at handling hard-to-value IRAs with caution, the “other” exchange-traded funds, and profit-sharing plans for your small business.
New Version of Form I-9 Released
The U.S. Citizenship and Immigration Services (USCIS) has released a new version of Form I-9, which includes several helpful changes.