News & Updates

Business year-end tax planning in a TCJA world

The first tax-filing season under the Tax Cuts and Jobs Act (TCJA) was a time of uncertainty for ...
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IRA charitable donations are an alternative to taxable required distributions

Are you charitably minded and have a significant amount of money in an IRA? If you’re age 70½ ...
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It’s not too late to trim your 2019 tax bill

Fall is in the air and that means it’s time to turn your attention to year-end tax planning. ...
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Watch out for tax-related scams

“Thousands of people have lost millions of dollars and their personal information to tax scams,” according to the ...
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Avoid excess benefit transactions and keep your exempt status

One of the worst things that can happen to a not-for-profit organization is to have its tax-exempt status ...
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Take advantage of the gift tax exclusion rules

As we head toward the gift-giving season, you may be considering giving gifts of cash or securities to ...
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When is tax due on Series EE savings bonds?

You may have Series EE savings bonds that were bought many years ago. Perhaps you store them in ...
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Uncle Sam may provide relief from college costs on your tax return

We all know the cost of college is expensive. The latest figures from the College Board show that ...
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Getting a divorce? There are tax issues you need to understand

In addition to the difficult personal issues that divorce entails, several tax concerns need to be addressed to ...
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The next estimated tax deadline is September 16: Do you have to make a payment?

If you’re self-employed and don’t have withholding from paychecks, you probably have to make estimated tax payments. These ...
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