June 07,2018 Save or Shred? Follow These Recordkeeping Guidelines Are you a recordkeeping pack rat? Many individuals and businesses hold onto paper and digital records indefinitely — just in case. […] Read more
May 17,2018 FAQs about Deducting Home Loan Interest under the New Tax Law The Tax Cuts and Jobs Act (TCJA) changes the rules for deducting interest on home loans. Most homeowners will be unaffected […] Read more
January 30,2018 Retirement Account Catch-Up Contributions Can Add Up Are you age 50 or older? If so, you can currently make extra “catch-up” contributions to certain types of tax-favored retirement […] Read more
January 10,2018 Tax Cut Law: Mostly Good News for Employers and Employees The most immediate concrete change the Tax Cuts and Jobs Act (TCJA) will bring about for employers is new payroll […] Read more
October 27,2017 2018 IRS Estate and Gift Tax Inflation Adjustments The IRS has announced the 2018 inflation adjustments for many tax provisions, including exemptions for estate, gift and generation-skipping transfer […] Read more
October 24,2017 Issues Regarding Valuation of Cash and Non-Cash Assets in Estate Planning Valuation of Cash or Financial Assets Valuation of Cash or Financial Assets is determined by providing an independent statement such […] Read more
October 18,2017 Report Warns Retirees about Potential Downsides of Reverse Mortgages Reverse mortgages have been around for years. But they're getting a new spin: Some senior homeowners are tapping into their […] Read more
June 13,2017 Qualified Domestic Trusts (QDOT) The basic idea of a Qualified Domestic Trust or QDOT (normally built into most revocable living trusts) is to avoid […] Read more
June 01,2017 Business Continuity Solutions In Case of Death or Incapacitation How does your small business Corporation or LLC pass to your family members upon your death? We have come across […] Read more
April 03,2017 Is This Your Situation: Worried about Taxes on an Asset Sale? There is always a temptation to just sell off assets that you've accumulated and take the cash. But that generally results […] Read more