July Client Bulletin
Our July newsletter covers effective tax planning, summer road trip tips, IRS audits, setting salaries and basic customer retention.
tax planning
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.
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.
Changes to Depreciation Rules Under the New Tax Law: Section 179 and Bonus Depreciation
The new tax law made changes to how you can depreciate the fixed assets purchased by your business. Here’s what you need to know about the changes to section 179 and bonus depreciation.
What’s With This 20% Deduction on Pass-Through Income and Will It Help Me?
The 20% Pass-Through Income Deduction introduced by the new tax law may help you to reduce your taxes, but it is fraught with limitations, phase-outs and criteria. Find out if your business qualifies for this new, and potentially lucrative, deduction.
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!
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!