How to Protect Your Client’s Retirement
Income taxes are one area where your clients can make a substantial number of mistakes when planning for retirement. Many
Category: Individual Strategies
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Recent blogs
Micro-Captive Transactions Taken off Annual List of Tax Season Scams
If it wasn’t bad enough already that a deadly virus is sweeping the globe, turns out criminals and ne’erdowells alike
Common Miscues That MAY Get Your Client Audited
Is one of your clients about to get audited by the IRS? Have you ever wondered why some tax returns
The Hazards of Selling to a Related Party
You may have a client who comes to you with a “great idea” to sell their property to a family
Best Tax Deductions for Timeshares
A timeshare is not only a great opportunity to get away for a while, but it can also be a
Reassessing Some SALT Deduction Workarounds
In the runup to the 2017 tax reform package, the State And Local Tax deduction “loophole” fell into the crosshairs.
Why Are Tax Industry Experts Leary of Proposed Tax Cuts?
We don’t always agree and regardless the issue, there are always arguments on both sides, and discussions are often heated.
Taxpayers Proceed With Caution Warns the IRS
Not so fast, taxpayers! Proceed with caution, warns the IRS, after New York and New Jersey approved workarounds involving charitable
Brace For the Impact Federal Tax Cap on State and Local Deductions
Will new charitable tax credits being considered by California and other states have any impact on the 2017 federal tax
5 Ways To Connect With Your CPA Partners, “Just Because”
A lot of professionals feel like they have to keep their work life completely separate from their personal life. If
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