9.15.20
College Savings Showdown: 529s vs. Roth IRAs
Many people assume that a 529 plan is the ideal college savings tool, but other vehicles can help parents save for college expenses, too. Take…
9.14.20
Review Your Estate Plan Following a Major Shock
Generally, it’s recommended that you review your estate plan at year’s end. This is a logical time to note important life events that have taken…
9.13.20
AMT Less “Toothy” But May Still Take a Bite
For many years, the alternative minimum tax (AMT) posed a risk to many taxpayers in the middle- to upper-income brackets. The Tax Cuts and Jobs…
9.11.20
Business Valuation Checklist
Business owners should always operate from a position of strength. That’s why having at least a baseline business valuation is important. The simple truth is…
9.4.20
Recent Changes to Depreciation of Qualified Improvement Property
On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act (TCJA). While the TCJA was one of the largest overhauls…
9.3.20
Employers Have Questions and Concerns About Deferring Employees’ Social Security Taxes
The IRS has provided guidance to employers regarding the recent presidential action to allow employers to defer the withholding, deposit and payment of certain payroll…
9.1.20
Reviewing the Finer Points of the Section 199A Tax Deduction
It’s been over a year since the IRS issued final regulations regarding Internal Revenue Code Section 199A. This Code Section created a tax deduction enabling…
8.27.20
Rolling Over Capital Gains Into a Qualified Opportunity Fund
If you’re selling a business interest, real estate or other highly appreciated property, you could get hit with a substantial capital gains tax bill. One…
8.27.20
Taking Distributions From Your Traditional IRA
Like many people, you may have worked hard to accumulate a nest egg in your traditional IRA. Knowing the finer points of the distribution rules…
8.25.20
Is Your Portfolio Ready for a REIT?
The stock market’s roller coaster ride this year, spurred largely by the COVID-19 crisis, has many people craving stability. If volatility makes you nervous, it’s…