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News & Updates
You may have to pay tax on Social Security benefits
Jul 2, 2019
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News
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Tax & Estate Planning
During your working days, you pay Social Security tax in the form of withholding from your salary or ...
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If your kids are off to day camp, you may be eligible for a tax break
Jun 25, 2019
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News
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Tax & Estate Planning
Now that most schools are out for the summer, you might be sending your children to day camp. ...
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Congress Acts to Reform the IRS, Enhance Taxpayer Protections
Jun 20, 2019
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News
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Tax & Estate Planning
The U.S. Senate has passed, and President Trump is expected to sign into law, a broad package of ...
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Is an HSA right for you?
Jun 18, 2019
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News
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Tax & Estate Planning
To help defray health care costs, many people now contribute to, or are thinking about setting up, Health ...
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Donating your vehicle to charity may not be a taxwise decision
Jun 11, 2019
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Tax & Estate Planning
You’ve probably seen or heard ads urging you to donate your car to charity. “Make a difference and ...
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Thinking about moving to another state in retirement? Don’t forget about taxes
Jun 4, 2019
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News
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Tax & Estate Planning
When you retire, you may consider moving to another state — say, for the weather or to be ...
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IRS wheels out additional guidance on company cars
May 30, 2019
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Tax & Estate Planning
The IRS has updated the inflation-adjusted "luxury automobile" limits on certain deductions taxpayers can take for passenger automobiles ...
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IRS updates rules for personal use of employer-provided vehicles
May 29, 2019
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Tax & Estate Planning
The IRS recently announced the inflation-adjusted maximum value of an employer-provided vehicle under the vehicle cents-per-mile rule and ...
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The chances of IRS audit are down but you should still be prepared
May 28, 2019
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News
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Tax & Estate Planning
The IRS just released its audit statistics for the 2018 fiscal year, and fewer taxpayers had their returns ...
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STAYING AHEAD OF THE GAME: Review your real estate valuation program
May 28, 2019
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Financial Institutions
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News
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Tax & Estate Planning
The value of real estate collateral is likely fundamental to the value of your loan portfolios. So it’s ...
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It’s a good time to check your withholding and make changes, if necessary
May 21, 2019
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News
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Tax & Estate Planning
Due to the massive changes in the Tax Cuts and Jobs Act (TCJA), the 2019 filing season resulted ...
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Selling your home? Consider these tax implications
May 14, 2019
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News
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Tax & Estate Planning
Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so ...
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