Tax Cuts and Jobs Act: What it Means for You
Key changes under the new tax reform act for businesses and individuals. The Tax Cuts and Jobs Act (TCJA) will generate the most significant tax [...]
Post-Tax Season Insights and Planning Strategies
Tax planning is not usually included in a summertime agenda, but now is the time to get a head start. Waiting until the end of [...]
New Rules Affecting 2016 Tax Returns
Several laws passed during 2015 created new rules that will affect your 2016 tax returns. Here’s an overview. New Due Dates Form 990. The initial [...]
IRS Proposed Regulations regarding Family Owned Businesses
On August 4, 2016, the Internal Revenue Service (IRS) issued proposed regulation REG-163113-02 which, if adopted, would limit or preclude the use of valuation discounts [...]
Every estate plan should have these basic documents
Estate planning is not just a task for the wealthy. Even though federal tax implications kick in only if your estate exceeds $5,430,000, there are [...]
