Tag: individual tax

Midsection Of Colleagues Discussing Graphs On Desk While Sitting In Office
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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IRS Offers New Guidance on 529 Education Savings Plan Changes

Last week, the IRS and Department of Treasury issued Notice 2018-58 which provides new guidance…

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Offshore Voluntary Disclosure Program Closing
Offshore Voluntary Disclosure Program (OVDP) Closing

First launched in 2009, the OVDP was originally established to allow taxpayers to voluntarily report…

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IRS Offers Limited Relief for the Section 965 Transition Tax

Section 965 generally imposes a transition tax on untaxed foreign earnings of certain foreign corporations…

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