May Client Bulletin
Explore four areas to review before creating your 2025 tax plan and find estate planning tips in May’s newsletter.
client-bulletin
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.
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.
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.
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!
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.
June 2018 Client Bulletin
Our June client bulletin takes a look at how small businesses cope with summer vacations, the IRS giving a thumbs up on home equity deductions, and how a retirement bucket plan can help navigate a volatile market.
May 2018 Client Bulletin
Our May 2018 client bulletin takes a look at how the new tax law affects divorce, stretching for yield in your investments (carefully), and the new tax law’s change to the deductibility of entertainment expenses.
April 2018 Client Bulletin
Our April 2018 client bulletin takes a look at how to know your true tax rate, rethinking retirement contributions, Roth IRA conversions, state and local taxes, medical deductions and the new pass-through entity deduction.