Welcome to the Tax Alert Monthly Newsletter

August 2021

  • Know the nuances of the nanny tax
  • 5 Key points about bonus depreciation
  • Stress testing your investment portfolio
  • Compiling a marital balance sheet in divorce

July 2021

  • Curtailing tax surprises with cryptocurrency
  • Family businesses must beware of fraud
  • Are scholarships taxable!
  • Tax Calendar
  • A tax quirk of being a business partner

June 2021

  • Individual taxpayers, remember the rescue!
  • Weighing the pros and cons of LTC insurance
  • Should an LLC hold your vacation home?
  • New rules for COVID-related paid sick time and leave

May 2021

  • Bolster wealth management with trusts
  • 3 things to know after filing your tax return
  • The tax treatment of start-up expenses
  • Appreciating the helpful balance of bonds

April 2021

  • Considering a Roth IRA conversion
  • Worker classification is still important
  • Be prepared for taxes on Social Security benefits
  • Tax Calendar
  • How the CAA affects education funding

March 2021

  • PPP loans: One year later
  • Home’s where a tax break might be
  • Have a foreign account? File an FBAR
  • Reconsidering your personal emergency fund

February 2021

  • Why the child tax credit is so valuable
  • Claiming the home office deduction
  • Consider taxes before moving out of state
  • What’s your financial personality?

January 2021

  • 6 Key Tax Q&As for 2021
  • Business bartering is taxable
  • Are you at risk for investment fraud?
  • Tax Calendar
  • Twice as nice: The temporary gift tax break

December 2020

  • What’s your taxpayer filing status?
  • Intrafamily loans and a family bank
  • Handle mutual funds carefully at year end
  • Businesses should review sales tax laws

November 2020

  • ABLE accounts help those with disabilities
  • The tax impact of business property remediation
  • Catching up on catch-up contributions
  • Do you know the “hidden” advantage of HSAs?

October 2020

  • The pros and cons of NQDC plans
  • Beware of “wash sales” when selling securities
  • Is it time for a cost segregation study?
  • Tax Calendar
  • Talking about the sandwich generation

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

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