While the national focus has been on uncertainty around the new tax law, there are many individual tax-planning opportunities you should consider before year-end to ensure you are getting the best deal while staying compliant. Although the Tax Cuts and Jobs Act of 2017 captured national attention, there are still plenty of tax-planning opportunities you …
9 Reasons You Should Consult With Your CPA Before Year-End Read More »
The Tax Cuts and Jobs Act has made 529 plans more flexible, such that parents can access these funds for younger students and to benefit their children who are disabled. Over the past 30 years, the average price of a public four-year institution of higher education has increased by 213%, while the average price for …
Tax Act Helps College Savers and Disabled Children Read More »
Given the complex tax situation many high-income earners face, start tax planning in the fall while there is still time to make adjustments. These seven questions can help you spot problem areas and better understand the services you may need. Although tax season is still months away, tax management should begin in the fall—especially for …
The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your tax strategy going forward. The Tax Cuts and Jobs Act has brought the biggest tax overhaul in 30 years and has left many with questions. It’s important that you understand …
The Tax Cuts and Jobs Act of 2017 introduced a limit for deductions on state and local taxes. Some states hoped to get around that through charitable contributions. But the IRS says no. In August of 2018, the IRS released new proposed regulations (technically, they are amendments to existing regulations) to deal with states’ recent …
IRS Throws Salt in the SALT Deduction Limit Wound Read More »
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