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.…

Read More
Work space With Tax Form
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.…

Read More
Senior Couple Signing Document In Meeting With Female Financial Advisor In Office
QPRT: Estate Planning Considerations for Tax Savings

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

Read More
Senior man talking on phone in front of modern car.
2018 Year-End Reminder: Common Fringe Benefits

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

Read More
Shot of a mature couple using a digital tablet while going through their paperwork together on the sofa at home
2018 Year-End Tax Planning for Individuals

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

Read More
African American woman working at laptop with teenage children watching TV in living room
2018 Year-End Tax Planning for Individuals

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

Read More
boston state house
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)…

Read More
Guidance on 529 Education Savings Plans
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…

Read More
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…

Read More
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…

Read More