Tag: individual tax

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Individual Tax Planning Tip: Use Donor-Advised Funds to Plan Charitable Donations

As individuals look for year-end planning opportunities to see benefits on their 2019 taxes, one…

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2019 Year-End Tax Planning for Individuals

Paying your individual income taxes likely represents one of the largest outlays of the year,…

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Inflation Rates and Tax Tables
2020 Inflation Adjustments and Tax Tables

The IRS has issued its annual inflation adjustments for more than 60 tax provisions. These…

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Family Office Structuring in Light of Lender Ruling

Recent court rulings and tax reform legislation has an impact on family office expense deduction.…

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Tax Season is Over. Your Tax Planning Shouldn’t Be.

You may only file a tax return once a year, but taxes affect you year-round.…

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QPRT: Estate Planning Considerations for Tax Savings

As a result of The Tax Cuts and Jobs Act, which doubled the estate and…

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2018 Year-End Reminder: Common Fringe Benefits

Fringe benefits are defined as a form of pay for performance of services given by…

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2018 Year-End Tax Planning for Individuals

Nearly one year later, tax reform is still making headlines and we continue to learn…

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2018 Year-End Tax Planning for Individuals

As 2018 comes to a close, it is a great time to consider tax planning…

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Tax Reform’s SALT Deduction Cap on Federal Income Tax

Proposed regulations were issued on August 23 regarding the individual state and local tax (SALT)…

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