Insights

Personal exemptions and standard deductions and tax credits, oh my!

Under the Tax Cuts and Jobs Act (TCJA), individual income tax rates generally go down for 2018...

2017 Tax Return: Last Chance for Manufacturer's Deduction

While many provisions of the Tax Cuts and Jobs Act (TCJA) will save businesses tax, the new law...

How financial statements can be used to value private businesses

Owners of private businesses often wonder: How much is my business interest worth? Financial...

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?...