Insights

Casualty losses can provide a 2017 deduction, but rules tighten for 2018

If you suffered damage to your home or personal property last year, you may be able to deduct these...

Are Your Property Repairs Tax Deductible? Know the Rules

Repairs to tangible property, such as buildings, machinery, equipment or vehicles, can provide...

Size of charitable deductions depends on many factors

Whether you’re claiming charitable deductions on your 2017 return or planning your donations for...

Keeping a trust a secret could violate state law

If your estate plan includes one or more trusts, you may have a good reason for wanting to keep...

Feeling lucky? How to find a pot of gold in your financials

Every business experiences occasional cash shortages. When this happens, owners often assume they...

What You Should Know About the Tax Refund Scam

A new tax identity theft scam has popped up in 2018. The IRS is alerting taxpayers of this new...

Spring Cleaning for Nonprofits: Review and Update Programs

Has your not-for-profit’s program lineup remained unchanged for at least a couple of years? If so,...

7 ways to prepare your business for sale

For some business owners, succession planning is a complex and delicate matter involving family...

2017 tax filing deadline for pass-through entities is March 15

When it comes to income tax returns, April 15 (actually April 17 this year, because of a weekend...

5 estate planning tips for the sandwich generation

The “sandwich generation” accounts for a large segment of the population. These are people who find...