Insights

Tax Cuts and Jobs Act expands appeal of 529 plans in estate planning

It’s common for grandparents to want to help ensure their grandchildren will get a high quality...

Don’t be a victim of tax identity theft: File your 2017 return early

The IRS has just announced that it will begin accepting 2017 income tax returns on January 29. You...

New tax law gives pass-through businesses a valuable deduction

Although the drop of the corporate tax rate from a top rate of 35% to a flat rate of 21% may be one...

Tax Cuts and Jobs Act: Key provisions affecting estate planning

The Tax Cuts and Jobs Act of 2017 (TCJA) is a sweeping revision of the tax code that alters federal...

Tax Cuts and Jobs Act: Key provisions affecting businesses

The recently passed tax reform bill, commonly referred to as the “Tax Cuts and Jobs Act” (TCJA), is...

Should you buy a business vehicle before year end?

One way to reduce your 2017 tax bill is to buy a business vehicle before year end. But don’t make a...

Unable to Locate Plan Participants

Are you able to locate all of the participants in your retirement plan? Are any of those over 70½?...

2018 Retirement Plan Limits

The IRS recently announced the retirement plan limits for 2018. And while much has stayed the same,...

Getting around the $25 deduction limit for business gifts

At this time of year, it’s common for businesses to make thank-you gifts to customers, clients,...

Why you may want to accelerate your property tax payment into 2017

Accelerating deductible expenses, such as property tax on your home, into the current year...