Insights

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...

Reduce your 2017 tax bill by buying business assets

Two valuable depreciation-related tax breaks can potentially reduce your 2017 taxes if you acquire...

Could the AMT boost your 2017 tax bill?

A fundamental tax planning strategy is to accelerate deductible expenses into the current year....

2017 might be your last chance to hire veterans and claim a tax credit

With Veterans Day on November 11, it’s an especially good time to think about the sacrifices...

Health Savings Account Investment

A Health Savings Account (HSA) are for those enrolled in a qualifying high deductible health plan...

The ins and outs of tax on “income investments”

Many investors, especially more risk-averse ones, hold much of their portfolios in “income...