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Tax Perspectives

Top 10 Year-End Planning Ideas 2018 for Individuals

With the passage of the Tax Cuts and Jobs Act (“TCJA” or “2017 Tax Act”) late in 2017, we have spent most of 2018 determining its impact on taxpayers and seeking clarification and guidance from the Internal Revenue Service (IRS) on various provisions.

October 2018
Tax Perspectives

New Kiddie Tax Rules Could Result in Big Changes

The 2017 Tax Cuts and Jobs Act (2017 TCJA), modified the Kiddie Tax to effectively apply the estates' and trusts' ordinary and capital gains rates to the net unearned income of a child.

August 2018
Tax Perspectives

Top 10 Year-End 2018 Tax Planning Ideas for Business Owners

For businesses, the centerpiece of the Tax Cuts and Jobs Act (TCJA) that was signed into law on December 22, 2017 was a permanent reduction of the corporate tax rate to a flat 21%.

October 2018

Tax Reform

We’re diving into every detail of the Tax Cuts and Jobs Act, pulling facts and explaining figures to provide insights and guidance around how the most comprehensive tax reform bill in decades might impact you.

Tax Perspectives

Top 10 Year-End Planning Ideas 2018 for Individuals

With the passage of the Tax Cuts and Jobs Act (“TCJA” or “2017 Tax Act”) late in 2017, we have spent most of 2018 determining its impact on taxpayers and seeking clarification and guidance from the Internal Revenue Service (IRS) on various provisions.

October 2018
Tax Perspectives

Top 10 Year-End 2018 Tax Planning Ideas for Business Owners

For businesses, the centerpiece of the Tax Cuts and Jobs Act (TCJA) that was signed into law on December 22, 2017 was a permanent reduction of the corporate tax rate to a flat 21%.

October 2018
Tax Perspectives

States Respond to the Federal, State, and Local Tax Deduction Limitation

One of the changes made by the Tax Cuts and Jobs Act (TCJA) has been to restrict the deduction of state and local taxes (SALT) to $10,000 per year.

September 2018
Tax Perspectives

New Kiddie Tax Rules Could Result in Big Changes

The 2017 Tax Cuts and Jobs Act (2017 TCJA), modified the Kiddie Tax to effectively apply the estates' and trusts' ordinary and capital gains rates to the net unearned income of a child.

August 2018
Tax Perspectives

Implications of the TCJA on Choice of Entity

With changes to C corporation tax rates and pass-through entity deductions, the TCJA has opened opportunities for business owners considering reclassification of their business entity.

May 2018
Tax Perspectives

Home Acquisition Interest and Home Equity Interest Changes

The Tax Cuts and Jobs Act (TCJA)’s influence on home acquisition and equity interest is significant for high-net-worth individuals who will consider buying, building, or improving their residence after 2017.

May 2018
Tax Perspectives

Planning for the New Qualified Business Income (Pass-Through) Deduction

The new qualified business income deduction provision in the Tax Cuts and Jobs Act (TCJA) gives a 20% deduction for qualified business income.

May 2018
Tax Perspectives

Where Have All the Deductions Gone?

You don’t need to remember Pete Seeger’s iconic folk song about flowers and war to realize many former income tax deductions are now pushing daisies in the graveyard created by the Tax Cuts and Jobs Act (TCJA) of 2017.

May 2018
Tax Perspectives

The Implications for Estate Planning

Under the recently enacted Tax Cuts and Jobs Act (TCJA), many people will find that they’re not subject to federal estate taxes, because their estates are worth less than the new exemption equivalent amount.

May 2018
Tax Perspectives

5 Ways to Maximize Tax Benefits for Charitable Gifts

Changes to the standard deduction under the Tax Cuts and Jobs Act (TCJA) of 2017, mean that many individuals will no longer itemize their deductions.

May 2018
Tax Perspectives

Filer Beware: The Most Common Tax Scams Leading into the 2018 Tax Season

Each year, when tax season is in full swing, taxpayers may receive an email or phone call that is purportedly from the Internal Revenue Service (IRS).

April 2018
Tax Perspectives

The Tax Cuts and Jobs Act: What It Means for You

The Tax Cuts and Jobs Act was signed into law on December 22, 2017, and introduces a host of changes to the nation’s tax regime.

March 2018