Aug 29, 20188 min read
IRA Missteps to Avoid
Article Highlights: Selecting a Type of IRA Missing out on the Saver’s Credit Taking Distributions before Retirement Age Failure to Keep...
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Aug 22, 20181 min read
Tax Reform 2.0 Is in the Works
Article Highlights: Tax Reform 2.0 House Ways and Means Committee Talking Points Prognosis The dust has not yet settled from the Tax Cuts...
Aug 15, 20185 min read
Tax Reform Eases the Alternative Minimum Tax – But It’s Still There
Article Highlights: What Is AMT? AMT Triggers Medical Deductions Deduction for Taxes Paid Home Mortgage Interest Miscellaneous Itemized...
Aug 14, 20184 min read
Do You Need to Renew Your ITIN?
Article Highlights: Over 2 Million ITINs Require Renewal Failure to Renew Can Affect Tax Filings and Refunds in 2019 W-7 Family Renewal...
Aug 8, 20183 min read
States Sue U.S. to Void $10,000 Cap on State and Local Tax Deduction
Article Highlights: Four States Sue Federal Government High-Tax States Challenging the $10,000 Itemized Deduction for State and Local...
Aug 7, 20182 min read
133,000 Injured Veterans Entitled to Tax Refunds
Article Highlights: Combat-Injured Veterans Tax Fairness Act Disability Severance Payments Department of Defense Notice Standard Claim...
Aug 2, 20181 min read
August 2018 Due Dates
August 2018 Business Due Dates August 10 - Report Tips to Employer If you are an employee who works for tips and received more than $20...
Aug 1, 20185 min read
A Breakdown of the Proposed IRS 1040
Article Highlights: The New Draft 1040 Form Comparing the Old and New 1040 Forms The Same Two-Page Length Six Additional Schedules Other...
Jul 31, 20183 min read
Did You Pay Too Much Tax in Prior Years?
Article Highlights Overlooking Tax Benefits Last Three Years Can Be Amended Sampling of Commonly Overlooked Benefits Professional Review...
Jul 24, 20183 min read
Clergy Tax Benefits Under Fire
Article Highlights: Parsonage Allowance Income Tax Exclusion Pending Court Case Tax Reform Suspension of Employee Business Expenses...
Jul 18, 20184 min read
How Some High-Income Taxpayers Can Maximize the New 20% Pass-through Business Deduction
Article Highlights: 20% Sec. 199A Pass-through Deduction Specified Service Business Limitations Taxable Income Limitations Wage...
Jul 17, 20183 min read
A Mid-Year Tax Checkup May Be Appropriate
Article Highlights: Concerns About Proper Withholding Late IRS W-4 and Withholding Tables New W-4 Complications Self-employed Estimated...
Jul 11, 20181 min read
Moving Deductions are Kaput
Article Highlights: Prior Law Deduction Deduction Repealed Military Exception Employer Reimbursement Reimbursement Gross Up Prior to the...
Jul 6, 20183 min read
Why Am I Being Audited by the IRS?
With the 2018 filing season currently behind us, notices have started to appear in mailboxes. While the IRS letterhead strikes fear into...
Jul 5, 20184 min read
Is Your ITIN Expiring?
Article Highlights: Expiring ITINs Renewal Process IRS Notice Spouses or Dependents Family Renewal Option Filing With An Expired ITIN...
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