December 18,2018 4 Year-End Strategies to Lower Your Personal Tax Bill The countdown to year end has begun. Have you positioned yourself to minimize your 2018 tax bill? The Tax Cuts and […] Read more
December 11,2018 Estate Tax Planning Tips for Married Couples Estate and Gift Tax Basics The TCJA sets the unified federal estate and gift tax exemption at $11.4 million per […] Read more
November 06,2018 Proposed Regulations Would Expand Health Reimbursement Arrangements The Internal Revenue Service, along with the Department of Labor and the Department of Health and Human Services, have issued proposed […] Read more
October 02,2018 Effective Retirement Planning Includes Contingencies Roughly one in five Americans in the workforce believe that “working for pay” will be a major source of their retirement […] Read more
August 01,2018 The Deferred Sales Trust (Part 2) A Legal, Tax-Based Strategy for Deferring the Payment of Capital Gains Taxes By Greg Reese, Certified Trustee for the Deferred […] Read more
June 14,2018 New Law Eases the Individual Alternative Minimum Tax Unfortunately, the Tax Cuts and Jobs Act (TCJA) retains the individual Alternative Minimum Tax (AMT). But there's a silver lining: The […] Read more
June 14,2018 New Law Gives Eligible Pass-Through Businesses a Special Tax Break Federal income tax rates for C corporations have been reduced to a flat 21%, starting in 2018 under the Tax Cuts […] Read more
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
June 07,2018 6 Cool Ways to Save Taxes During the Hot Summer Months The Tax Cuts and Jobs Act (TCJA) may have put a crimp in some of your summer plans by eliminating […] Read more
May 17,2018 Capital Gains Rates Before and After the New Tax Law Are you confused about the federal income tax rates on capital gains and dividends under the Tax Cuts and Jobs […] Read more