News
March 2018
Charitable Giving under the New Tax Reform
Our clients are some of the most charitable people we know! With the new tax reform, we have heard many [...]
IRS Phone Scam Intensifies
It’s that time of year again! No, not tax season…. scam season! This seems to be a pattern over the [...]
Things to Remember when Considering Early Withdrawals from Retirement Plans
We often meet with clients to discuss their need for cash for various reasons and one of the bigger assets [...]
Taxpayers Should Report Name Changes Before Filing Taxes
When a client changes their name, that change can affect their taxes. All the names on a taxpayer’s tax [...]
Charitable Contributions
Many of my clients are asking questions about charitable contributions while they get their documents together for the 2017 returns. [...]
February 2018
Tax Reform and Education Funding
The Tax Cuts and Jobs Act modifies qualified tuition programs and the exclusion of student loan discharges from gross income. [...]
Starting or Growing a Business? How to Keep Good Records
Keeping good records for your business is important and essential. Unorganized or missing records can cost you deductions and [...]
January 2018
It’s Not Too Late! Retirement Account Contributions for Tax Year 2017
For those of you who have been paying close attention to the Tax Cuts and Jobs Act, a [...]
IRS Warns Travelers: Passports Can Be Suspended
I have mentioned this topic in prior blogs, but the IRS issued a new reminder this week and I thought [...]
Home Ownership: Tax Cuts and Jobs Act, Part 3
Another big question coming from many clients regarding the new Act’s effect on their returns is about home ownership. [...]
The Tax Cuts and Jobs Act, Part 2: Pass-through Income Deduction
There is an old saying that you cannot eat an elephant in one sitting, so over the next few [...]
December 2017
The Tax Cuts and Jobs Act: Tax Reform
The Tax Cuts and Jobs Act was signed by President Trump on December 22nd and is now law! The [...]