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Limit tax exposure and establish plans to get the most from your income and assets.

Tax Planning

Filer Beware: The Top 12 Scams Leading Into the 2019 Tax Season

Beware of criminals who continue to use devious tactics to steal money and personal information from unsuspecting victims. As we enter the 2019 tax filing season, this is a time when many of the common tax scams that taxpayers encounter increase as individuals prepare to file their returns by April.

February 2019
Tax Planning

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 Planning

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 Planning

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 Planning

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 Planning

Making Florida Your Domicile

Sunshine, beaches, attractive housing options—it is no wonder that Florida is one of the most popular places to live in the U.S.

July 2018
Tax Planning

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 Planning

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 Planning

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 Planning

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 Planning

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 Planning

Six Smart Strategies to Defer Taxes (and Boost Retirement Savings)

Looking to trim your tax bill? Contributing the maximum amount to your 401(k) can help lessen your taxable income.

April 2018