Coronavirus Newsletter Update – Paycheck Protection Program
In our prior newsletter, I discussed the SBA Paycheck Protection Program which is designed to [...]
Coronavirus & Tax Filing Updates – March 30, 2020
The past week has brought more changes to our tax law and business environment and my goal is [...]
Coronavirus and Tax Filing
On Wednesday March 18, the IRS issued much anticipated relief in response to President Trump’s [...]
Independent Contractor vs Employee and 1099
With today’s growing complexity of tax rules, two long-standing issues receiving more IRS and [...]
Making Stock Sales Less Taxing
Patient investors generally have prospered over the long term. Nevertheless, there are many [...]
Sizing Up The Standard Deduction
Under the new, as well as prior, tax law, taxpayers can either take a standard deduction or [...]
No Tax Deductions For Business Entertaining
The good news is that the TCJA of 2017 lowered corporate tax rates from a graduated schedule [...]
Opportunity Zone Update
A beneficial new provision of The Tax Cuts and Jobs Act (TCJA) is a new tax code section [...]
Are state and local taxes reasons for relocation?
As many people are all too aware, some states and localities impose higher income and property [...]
Information on New Tax Plan – Part 2
As a follow up to our newsletter distributed last week, we wanted to provide more information [...]
1099 Forms – Independent Contractor vs. Employee
With today’s growing complexity of tax rules, two long-standing issues receiving more IRS [...]
Taxable Versus Tax-Deferred Accounts
Some people do all of their investing in an employer-sponsored retirement plan where earnings [...]
Information on New Tax Plan
The Tax Cuts and Jobs Act, H.R. 1, agreed to by a congressional conference committee on Friday [...]
Year-End Tax Planning
President Trump urged far-reaching changes to the Internal Revenue Code. Full details of this [...]
Sell High, Buy Low
Studies indicate that savvy asset allocation may lead to long-term investment success. [...]
Be Cautious With Hard to Value IRAs
Virtually any investment can go into an IRA, other then life insurance and collectibles. In [...]
Planning for today’s pensions and more
Beyond age 70 1/2, you generally must withdraw at least a certain amount from your retirement [...]
The President-Elect’s Tax Plan
Donald Trump’s election victory, along with Republican congressional control, foreshadows [...]
