Tax Strategies, Advice & Insights

TAX STRATEGIES, ADVICE, & INSIGHTS

Don’t Worry! a Broken Trust Can Be Fixed

Selling Securities by Year End? Avoid the Wash Sale Rule

Accelerate Depreciation Deductions with a Cost Segregation Study

Who Needs an Estate Plan? You Do!

Use a Coverdell ESA to Help Pay College, Elementary and Secondary School Costs

Setting up a Health Savings Account for Your Small Business

Leave a Philanthropic Legacy with a Charitable Remainder Trust

Watch out for tax-related scams

Is a Self-Directed IRA Right for You?

Take Advantage of the Gift Tax Exclusion Rules

The Chances of an IRS Audit Are Low, but Business Owners Should Be Prepared

Sec. 6166: Estate Tax Relief for Family Businesses

When Is Tax Due on Series EE Savings Bonds?

How to Treat Your Business Website Costs for Tax Purposes

The Crummey Trust: Still Relevant After All These Years

Uncle Sam May Provide Relief from College Costs on Your Tax Return

5 Ways to Withdraw Cash from Your Corporation While Avoiding Dividend Treatment

When It Comes to Asset Protection, a Hybrid Dapt Offers the Best of Both Worlds

Getting a Divorce? There Are Tax Issues You Need to Understand

2019 Q4 Tax Calendar: Key Deadlines for Businesses and Other Employers

Control How Your Charitable Gifts Are Used by Adding Restrictions

The Key to Retirement Security Is Picking the Right Plan for Your Business

Take Intrafamily Lending to the Next Level by Establishing a Family Bank

Expenses That Teachers Can and Can’t Deduct on Their Tax Returns

The Tax Implications of a Company Car

Expanded 529 plans offer unique estate planning benefits

Taking Distributions from Your Traditional IRA

Should You Elect S Corporation Status?

A Poorly Worded Apportionment Clause Can Upend an Estate Plan

“Innocent Spouses” May Get Relief from Tax Liability

What to Do If Your Business Receives a “No-Match” Letter

Understanding the Contents of a Will

The Tax Implications of Being a Winner

The IRS Is Targeting Business Transactions in Bitcoin and Other Virtual Currencies

What’s the Difference Between the Two Types of Power of Attorney?

Executive Compensation: What Are IRS Auditors Looking For?

Should You Buy or Lease?

The “Kiddie Tax” Hurts Families More Than Ever

Take a Closer Look at Home Office Deductions

Naming a Trustee May Be One of the Most Important Decisions of Your Life

Write Off Business-Related Vehicle Expenses

Want to File an Amended Tax Return?

The “Nanny Tax” Must Be Paid for More Than Just Nannies

Businesses Can Utilize the Same Information IRS Auditors Use to Examine Tax Returns

A Buy-Sell Agreement Can Provide the Liquidity to Cover Estate Taxes

Does Your Business Need a Temporary CFO?

Don’t Gamble With Your Home-Based Business

Summer: A Good Time to Review Your Investments

Thinking about a Roth IRA conversion? Now may be the ideal time

Volunteering for Charity: Do You Get a Tax Break?

M&A Transactions: Avoid Surprises From the IRS

Do You Have the Correct Amount of Insurance?

Consultants Can Help Your Business Achieve Success

Assets with Sentimental Value Require Extra Planning

Bartering: A Taxable Transaction Even If Your Business Exchanges No Cash

Create a Plan for Family Business Succession

Starting a New Business or Organization

Which Entity Is Most Suitable for Your New or Existing Business?

If Your Kids Are off to Day Camp, You May Be Eligible for a Tax Break

Key Questions to Ask Before Joining Another Business

Sales Need a Jump-Start?

Donating Your Vehicle to Charity May Not Be a Taxwise Decision

Ways a Company Health Care Plan Can Lose Grandfathered Status

Seasonal Workers and the ACA Shared Responsibility Penalty

Hiring This Summer? You May Qualify for a Valuable Tax Credit

You Have Options When Addressing Life Insurance in Your Estate Plan

Employers: Be Aware (Or Beware) of a Harsh Payroll Tax Penalty

Thinking About Moving to Another State in Retirement? Don’t Forget About Taxes

Tax-Smart Domestic Travel: Combining Business with Pleasure

The Chances of IRS Audit Are down but You Should Still Be Prepared

Leave Your Mark with a Dynasty Trust

It’s a Good Time to Check Your Withholding and Make Changes, If Necessary

Hire Your Children This Summer: Everyone Wins

Beware If Your Estate Plan Leaves Specific Assets to Specific Heirs

Selling Your Home? Consider These Tax Implications

Consider a Roth 401(K) Plan — and Make Sure Employees Use It

Make health care decisions while you’re healthy

Check on Your Refund — and Find out Why the IRS Might Not Send It

Does Your Estate Plan Include a Formula Funding Clause?

Plug in Tax Savings for Electric Vehicles

Employee vs. Independent Contractor: How Should You Handle Worker Classification?

Estate Planning for Single Parents Requires Special Considerations

How Entrepreneurs Must Treat Expenses on Their Tax Returns

Casualty Loss Deductions: You Can Claim One Only for a Federally Declared Disaster

Will Leasing Equipment or Buying It Be More Tax Efficient for Your Business?

Properly Funding Your Revocable Trust Is the Key to Unlocking Its Benefits

Still Working After Age 70½? You May Not Have to Begin 401(K) Withdrawals

Defeating Age Discrimination in the Workplace

When Life Insurance Becomes Taxable

5 Benefits of Working in Retirement

Investment Interest Expense Is Still Deductible, but That Doesn’t Necessarily Mean You’ll Benefit

Building an On-Off Switch into Your Estate Plan

When Are LLC Members Subject to Self-Employment Tax?

Create a Road Map to Protect Your Estate

Could Your Business Benefit from the Tax Credit for Family and Medical Leave?

Stretch Your College Student’s Spending Money with the Dependent Tax Credit

The 2018 Gift Tax Return Deadline Is Almost Here

There’s Still Time for Small Business Owners to Set up a Sep Retirement Plan for Last Year

Vehicle-Expense Deduction Ins and Outs for Individual Taxpayers

Careful Tax Planning Required for Incentive Stock Options

Beware the Ides of March — if you own a pass-through entity

If You’re Driven to Transfer a Vehicle’s Ownership to a Trust, Know the Risks

2 Major Tax Law Changes for Individuals in 2019

Higher Mileage Rate May Mean Larger Tax Deductions for Business Miles in 2019

Have You Properly Substantiated Your 2018 Charitable Gifts?

What You Need to Know About Filing Gift and Estate Tax Returns

A Review of Significant TCJA Provisions Impacting Individual Taxpayers

3 Big TCJA Changes Affecting 2018 Individual Tax Returns and Beyond

The Home Office Deduction: Actual Expenses vs. the Simplified Method

Some of Your Deductions May Be Smaller (Or Nonexistent) When You File Your 2018 Tax Return

Appointing the Right Trustee for Your Living Trust Provides Peace of Mind

Address Your Pet in Your Estate Plan Using a Pet Trust

401(K) Retirement Plan Contribution Limit Increases for 2018; Most Other Limits Are Stagnant

Estate Planning Lite: College-Aged Children Need a Basic Estate Plan

You May Be Able to Save More for Retirement in 2019

A Refresher on Major Tax Law Changes for Small-Business Owners

Investment Interest Expense Is Still Deductible, but It Might Not Matter

Business Real Estate Depreciation: Before You File 2018 Return

Don't Wait to File Your 2018 Income Tax Return

Are You Eligible for the New Dependent Credit and HOH Filing Status?

Can You Have Too Much Tax Deferral?

Should You Switch Your Business to C Corp Status?

Own a Business? An Exit Strategy Should Be Part of Your Tax Planning

Which Tax-Related Limits Affecting Your Business Are Increasing in 2019?

There’s Still Time to Get Proof for 2018 Deductible Donations

Is There Still Time to Pay 2018 Bonuses and Deduct on 2018 Return?

Automatic Extension Available for Making Portability Election

Here We Grow Again!

DAPT-Better Than a Prenup for Protecting Family Assets

Liquidity an Issue? An Intrafamily Loan Can Cover Estate Taxes

Unleash the Benefits of a Nonspringing Power of Attorney

Tax Reform & Cash Accounting for Your Business

Read This Before You Name a Trust as IRA Beneficiary

2019 Q1 Tax Calendar: Key Deadlines for Businesses

Catch-up Retirement Plan Contributions Can Be Particularly Advantageous Post-TCJA

Review and Revise Your Estate Plan to Reflect Life Changes During the past Year

2018 Year-End Tax Planning

6 Last-Minute Tax Moves for Your Business

Check Deductibility Before Making Year-End Charitable Gifts

Year-End Tax and Financial To-Do List for Individuals

Does Prepaying Property Taxes Make Sense Anymore?

When Holiday Gifts & Parties Are Deductible or Taxable

Mutual Funds: Handle with Care at Year End

It’s Not Too Late: You Can Still Set up a Retirement Plan for 2018

Deferral of Income Tax for Executives

Reduce 2018 Tax Liability - Buy Business Assets Before Year End

Remember to Include Intellectual Property in Your Estate Plan

Donate Appreciated Stock for Twice the Tax Benefits

Research Credit Available to Some Businesses for the First Time

Including Employees in Your Estate Plan? Be Careful

Save Taxes by Bunching Medical Expenses into 2018

Selling Your Business? Defer & Possibly Reduce the Tax Hit

Tenancy-In-Common: A Versatile Estate Planning Tool

Consider All the Tax Consequences Before Making Gifts to Loved Ones

Now’s the Time to Review Your Business Expenses

Why Turn Down an Inheritance?  To Save Gift & Estate Tax

529 Plans Offer 2 Tax-Advantaged Funding Options

Tax-Free Fringe Benefits: Help for Your Businesses & Employees

Raising Money-Smart Children

IRA Charitable Rollover - Even More Beneficial in 2018

Will a Cost Segregation Study Help Your Business Accelerate Depreciation Deductions?

Want to Retire Abroad? Review Your Estate Plan First

TCJA Planning for Gains & Losses: What You Need to Know

Businesses Aren’t Immune to Tax Identity Theft

2 Ways to Ensure a Successful Family Business Transfer

Tax Deduction Ins and Outs of Donating Artwork to Charity

Be Sure Your Employee Travel Expense Reimbursements Pass Muster with the IRS

Estate Planning for Unmarried Couples

Is Your Wealth Concentrated in a Single Stock?

Minimize the Tax Risk of Using Independent Contractors

3 Reasons You Should Continue Making Lifetime Gifts

Keep It SIMPLE: A Retirement Plan for Your Small Businesses

Are You Playing Your Tax Cards Right with Gambling Wins and Losses?

Plan Ahead for Vacation Home Rentals

What's the Best Accounting Method for Your Business?

Don't Be Surprised by Extenders Legislation

Useful Q4 Tax Calendar for Businesses & Employers

Claiming a Tax Deduction for Educator Expenses

Estimated Tax Payments

Tailoring the Role of Trust Protectors in Estate Planning

#1 Argument Against DIY Estate Planning

Long-Term-Care Insurance with Tax Benefits

Roth IRA Conversions Can't Be Undone Under Tax Reform

Tax Benefits of Succession Planning in a Family Business

Clarifying the Special Needs Trust Rules

TCJA Tax Reform and AMT: What You Should Know

Your Home Office Could Be Tax-Deductible

Document Your Most Important Wishes

Kiddie Tax Grows up - More Dangerous Than Ever

Ensure Your Business Deductions Pass Muster with the IRS

Charitable Gift Annuities - Double Duty Giving

Small Business Entity Choices and QBI Deductions

What Happens to Your Bitcoin When You Die?

What You Can Deduct When Volunteering

How to Avoid Getting Hit with Payroll Tax Penalties

Administering an Estate or Inheriting Property?

Save Taxes with Green Tax Credits

Effective Estate Planning with the BDIT: A Trust with a Twist

An Introduction to HSAs, FSAs & HRAs

How to Choose the Right Legal Structure of your Business

Effective Estate Planning for Spouses: SLAT

3 TCJA Summer Tax Planning Strategies

Fortify Your Estate Plan Against Undue Influence Claims

The Tax Impact of the TCJA on Estate Planning

2 Changes That May Affect Your Business’s 401(K)

The Pros and Cons of a SCIN

Factor in State and Local Taxes When Deciding Where to Live in Retirement

What Businesses Need to Know About the Tax Treatment of Bitcoin

Think Twice Before Naming a Minor as Beneficiary

Saving Tax on Restricted Stock Awards

Q3 tax calendar: Key Deadlines for Businesses & Other Employers

TCJA Tax Consequences When Selling Your Home

Your Original Will: Does Your Family Know Where to Locate It?

Do You Need to Adjust Your Withholding?

Provide for Your Spouse, Then Your Kids, with a QTIP Trust

IRS Audit Techniques Guides Provide Clues to What May Come up If Your Business Is Audited

Beware IRD If You’ve Received an Inheritance

Tax Record Retention Guidelines for Individuals

Putting Your Child on Your Business’s Payroll for the Summer?

Get Started on 2018 Tax Planning Now!

Significant TCJA Provisions Affecting Your Small Businesses

Sending Your Kids to Day Camp May Provide a Tax Break

Tax Document Retention for Your Small Businesses

Can You Deduct Business Travel When It’s Combined with a Vacation?

4 Estate Planning Techniques for Blended Families

5 TCJA Changes to Employee Benefits Tax Breaks

Personal Tax Calendar: Important Deadlines for the Rest of 2018

A Net Operating Loss Isn’t All Bad News

A Total Return Unitrust Can Help Maintain Family Harmony

Should You Ask the IRS to Determine a Worker’s Status?

Apply for a Waiver If You’ve Missed the 60-Day Ira Rollover Deadline

Don’t Overlook Securities Laws When Planning Your Estate

Defer Tax with a Section 1031 Exchange, but New Limits Apply

Power of Attorney Abuse: What You Can Do About It

Casualty Losses Can Provide a 2017 Deduction, but Rules Tighten for 2018

Keeping a Trust a Secret Could Violate State Law

2018 Q2 Tax Calendar: Key Deadlines for Businesses and Other Employers

Size of Charitable Deductions Depends on Many Factors

5 Estate Planning Tips for the Sandwich Generation

Tax Reform - Taxes on Capital Gains

Tax Reform: Expanded Use of 529 Education Tax Breaks

Tax Reform - Expanded Child Tax Credit

Tax Reform - Federal Estate Tax Exemption

Tax Reform: Simplified Standard Deductions and Personal Exemption

Tax Reform: Tax Bracket Changes

Tax Reform: Changes to the Alternative Minimum Tax

Tax Reform: Changes to The Marriage Penalty Tax

Tax Reform: Changes to Popular Deductions and Eliminated Changes

Small Businesses Tax Savings Now & More Savings in the Future

What’s Your Mileage Deduction?

Leverage the TJCA to Ease Estate Tax Liability

Tax Deduction for Moving Costs: 2017 vs. 2018

Tax Credit for Hiring? Leverage the WOTC for Substantial Tax Savings

How to Ensure You Receive Your Charitable Tax Deductions

What's the Best Higher-Education Break to Claim on Your 2017 Return?

Small Business Owners: a SEP IRA May Be Your Last 2017 Tax & Retirement Saving Opportunity

Only Certain Trusts Can Own S Corporation Stock

TCJA Temporarily Lowers Medical Expense Deduction Threshold

Claiming Bonus Depreciation on Your 2017 Tax Return May Be Particularly Beneficial

Gifted Assets to Loved Ones? File a Gift Tax Return? Only if You Have To

How to Benefit from Sales Tax Deduction in 2017 & 2018

2 Small Business Tax Credits to Reduce 2017 & 2018 Taxes

Looking for a Powerful Estate Planning Tool for Nontaxable Estates?

Can You Deduct Home Office Expenses?

Some Expenses May Cost Businesses More Under the TCJA

Have You Taken State Estate Taxes into Account?

Personal Exemptions and Standard Deductions and Tax Credits, Oh My!

2017 Tax Return May Be Your Last Chance to Take the “Manufacturers’ Deduction”

Tax Cuts and Jobs Act Expands Appeal of 529 Plans in Estate Planning

New Tax Law Gives Pass-Through Businesses a Valuable Deduction

Don’t Be a Victim of Tax Identity Theft: File Your 2017 Return Early

7 Last-Minute Tax-Saving Tips

This Year’s Company Holiday Party Is Probably Tax Deductible, but Next Year’s May Not Be

Sample - How To Post

Who Should Be the Guardian of Your Minor Children?

Even If Your Income Is High, Your Family May Be Able to Benefit from the 0% Long-Term Capital Gains Rate

Accrual-Basis Taxpayers: Year-End Tax Tips

Tax Reform and Estate Planning: What’s on the Table

You May Need to Add RMDs to Your Year-End To-Do List

Getting Around the $25 Deduction Limit for Business Gifts

Make the Holidays Bright for You and Your Loved Ones with Annual Exclusion Gifts

Why You May Want to Accelerate Your Property Tax Payment into 2017

Reduce Your 2017 Tax Bill by Buying Business Assets

Update Your Estate Plan to Reflect Your Second Marriage

Could the AMT Boost Your 2017 Tax Bill?

2017 Might Be Your Last Chance to Hire Veterans and Claim a Tax Credit

The Write Stuff: a Letter of Instructions

The Ins and Outs of Tax on “Income Investments”

Research Credit Can Offset a Small Business’s Payroll Taxes

Benefits of a Charitable Remainder Trust

Retirement Savings Opportunity for the Self-Employed

3 North Texas CPA Firms Merge to form Regional CPA Firm

How to Maximize Deductions for Business Real Estate

A Dynasty Trust Keeps on Giving Long into the Future

2 ACA Taxes That May Apply to Your Exec Comp

Which Tax-Advantaged Health Account Should Be Part of Your Benefits Package?

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