July 2017 Client Bulletin
Our July bulletin takes a look at calculating retirement needs, taxable versus tax-deferred accounts and how small companies can do well while doing good (by making charitable contributions).
tax planning
Why do I always seem to get a tax refund, and do I even want one? Part 2 of 2
Why do I always seem to get a tax refund, and do I even want one? Part two in this two-part series revisits our questions from part one, but this time from the perspective of a taxpayer who is self-employed and has to deal with tax projections and paying estimates.
Why do I always seem to get a tax refund, and do I even want one? Part 1 of 2
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.
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.
How a Wedding Affects Your Tax Picture – Part I
It’s no secret that getting married can affect your taxes, but just how much of an effect will depend on your circumstances. In the first of this two-part series we explore some of the practical steps to take leading up to the wedding.
Changes to Discounts When Valuing Businesses for Gift & Estate Purposes
The IRS has issued proposed regulations that can have significant effects on the valuation of closely-held business interests for gift and estate tax purposes. Here’s what you need to know in order to act before the rules change…
What is an NOL Carryover, Anyway?
NOLs have been in the news lately, so it seemed like a good time for an overview. What is an NOL? What is a carryover? How do they work?