Mike’s Tax Bites – Year End Planning With the holidays approaching, I thought I would do a number of blogs on year-end planning as well as [...]
Happy Memorial Day! I can’t believe we are coming up to the Memorial Day weekend. This is always a good time to [...]
Taking care of business: recordkeeping for small businesses We get asked this question frequently and it is an important issue….record keeping. The IRS gives very good guidance [...]
Roth Conversions Most of our clients have a significant portion of their wealth in IRAs and company retirement plans. There may [...]
Fake IRS Calls Increase During Tax Season Unfortunately, tax season always brings out the scammers. IRS just issued the following advice and reminders. If you should [...]
Client Mailbag- Gambling Winnings Dear Mike; I just got back from a trip to Vegas and was lucky and had some good winnings. [...]
IRS Waives Penalty for Many Whose Tax Withholding and Estimated Tax Payments Fell Short in the 2018 Tax Year The IRS has just released news of waiving the penalty for many taxpayers whose tax withholding and estimated tax [...]
Don’t take the bait: Here’s how taxpayers can avoid getting caught by a phishing scamData thieves don’t take a break during the holidays. In fact, the IRS warns taxpayers that the agency is seeing [...]
Crypto-CurrencyIn our ongoing series on year-end tax tips, we thought we would address Crypto-currency trading. Although the crypto craze seems [...]
Bunching Deductions It’s that time of year again — time to start planning to cut your taxes. Our next few articles [...]
Hurricane Relief With the hurricane headed for the east coast we thought it would be a good idea for our clients [...]
The Impact of the Tax Cuts Act on Retirement Plans and IRAs The Tax Cuts and Jobs Act modifies several provisions related to retirement plans and IRAs. These include: the repeal [...]
