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.
Category: Individual Strategies
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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
Just Get Me the Bleeping Stuff – How to Get Clients to Give You What You Need
We’ve all been there. You’re in the middle of preparing a tax return for a client, you’re missing a document
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
Becoming Your CPAs Best Quarterback
John Elway. Brett Favre. Peyton Manning. Tom Brady. Even if you’ve never watched a game of football in your life,
7 Tips From The NFL For Building Strategic Alliances
Every year, before stepping foot on the field, every NFL team spends hours (yes, really) going over their playbook. Each
Surprising Tax Deductions For Financial Advisors
Last week we kicked off the month by giving you the information you need to decide which entity is best
The Smartest Way To Clear Clutter
As a Financial Advisor, your clients see you as the go-to guy (or gal) for just about everything that has
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