Welcome to the Tax Alert Monthly Newsletter

September 2020

  • AMT less “toothy” but may still take a bite
  • Review your estate plan following a major shock
  • College savings showdown: 529s vs. Roth IRAs
  • Reporting a disaster’s effects on your financial statements

August 2020

  • Risks vs. benefits of life insurance loans
  • Is your portfolio ready for REIT?
  • Taking distributions from your traditional IRA
  • With glitch fixed, consider business property upgrades

July 2020

  • Protecting yourself from opportunistic fraud
  • Don’t forget about the payroll tax credit
  • Charitable giving in a time of crisis
  • Tax Calendar
  • An installment sale may attract property buyers

June 2020

  • Don’t forget about your 2019 tax return
  • Keeping up with the net operating loss rules
  • Should you digitize your tax and financial records?
  • The marriage penalty still exists under the TCJA

May 2020

  • Rolling over capital gains into a qualified opportunity fund
  • Heed the lessons of your tax return and check your withholding
  • Benefit with a twist: The Roth 401(k)
  • A large unpaid tax bill could put your passport at risk

April 2020

  • Executive compensation requires infomred decision-making
  • Reviewing business meal expenses under today’s tax rules
  • Seniors: Medicare premiums could lower your tax bill
  • Tax Calendar (These dates are incorrect due to the COVID-19 changes)
  • Protect your estate with these two essential documents

March 2020

  • Gig Workers, know your tax resonsibilities
  • Is the Family and Medical Leave Act credit right for your business?
  • The 2019 gift tax return deadline is almost here, too
  • Raising financially responsible kids

February 2020

  • The TCJA effect: Qualified residence interest
  • Careful tax planning required for incentive stock options
  • Own a pass-through entity? Beware the Ides of March
  • Accounting for the near and long term in a family budget

January 2020

  • Determining an employee’s “home” for reimbursement purposes
  • What to do about fraudulent credit or debit card charges
  • Every business owner needs an exit strategy
  • Tax Calendar
  • Do you know our tax bracket?

December 2019

  • Asset protection is just as important as tax planning
  • Year-end tax and financial to-do list for individuals
  • 5 last-minute tax moves for your business
  • Pump the brakes before donating that vehicle to charity

November 2019

  • Business owners, your bad debts may be deductible
  • Making gifts to loved ones? Don’t forget tax planning
  • Act now to save 2019 taxes on your investments
  • Living the dream of early retirement

October 2019

  • Step carefully with loans betwixt a business and its owner
  • Is “bunching” medical expenses still feasible in 2019?
  • Tax Calendar
  • Cost segregation studies can benefit business owners
  • Mortgage matters: To pay down or not to pay down

If you have any questions or comments about the newsletter, please send them to

Feel free to contact us if you need technical support (330)-262-7111

image description