Welcome to the Tax Alert Monthly Newsletter

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

September 2019

  • The tax cost of divorce has risen for many
  • Double up on tax benefits by donating appreciated artwork
  • How businesses can assess risk of worker misclassification
  • 4 types of information you need to prepare for disaster

August 2019

  • Consider the flexibility of a self-directed IRA
  • Tax document retention guidelines for small businesses
  • Know a teacher? Tell ’em about this tax break!
  • Planning for the net investment income tax

July 2019

  • Estate Planning Portability Lives on Under the TCJA
  • Be Ready for Anything with Regular Business Valuations
  • Could an FLP Help Help YOur Business Succession Plan?
  • Tax Calendar
  • No Surprises: Why You Should Check Your Tax Bracket

June 2019

  • TCJA Inspires Many Business Owners to Reconsider Entity Choice
  • Consider the Tax Advantages of Qualified Small Business Stock
  • Vacation Homes: Do You Understand the Tax Nuances?
  • Ensuring Your Long-Term Care Policy is Tax-Qualified

May 2019

  • Innocent Spouse Rules Offer Protection Under Some Circumstances
  • Deducting Business Losses for Pass-Through Entities
  • Send Your Kids to Day Camp and You May Get a Tax Break
  • Should You Be Worried About an IRS Audit

April 2019

  • Running Your Personal Finances Like a Business
  • Business vs. Hobby: The Tax Rules Have Changed
  • Are Income Taxes Taking a Bite Out of Your Trusts?
  • Tax Calendar
  • Small Business Owners Should Double-Check Their Tax Returns

March 2019

  • Weigh the Tax Impact of Income vs. Growth When Investing
  • Deducting Charitable Gifts Depends on a Variety of Factors
  • Did You Repair Your Business Property or Improve It?
  • There May Be Unclaimed Property With Your Name on It

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