Income Tax Planning

June 30, 2020
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The CARES Act and 2020 Required Minimum Distributions

ORIGINALLY PUBLISHED APRIL 2020, UPDATED JUNE 2020 As noted in our original article dated April […]
June 18, 2020

In Every Challenge There Lies an Opportunity: 2020 Mid-Year Planning

To say 2020 has been a challenging year is surely an understatement, and we are […]
April 28, 2020

Reconsidering the Source of Your Charitable Contributions in 2020

Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]
November 25, 2019

Your 2019 Year-End Planning Checklist

Before the rush of Thanksgiving and December holidays arrive, we would like to provide you […]
November 1, 2019

2020 IRS Inflation Adjustments

In November 2019, the IRS released Revenue Procedure 2019-44 (PDF) and Notice 2019-59 (PDF), which […]
August 14, 2019

Stretch IRAs: Here to Stay or Going Away?

Several clients have asked about the proposed SECURE Act legislation and its negative impact on […]
February 1, 2019

Tax Reform & CCRC Medical Deductions

Many U.S. taxpayers are familiar with the medical expense tax deduction. Far fewer taxpayers realize […]
November 20, 2018

2019 IRS Inflation Adjustments

Several of the IRS annual limits are set to increase in 2019 with cost-of-living adjustments. […]
October 20, 2018

Your 2018 Year-End Tax Planning Checklist

Now that fall has arrived in Charlotte (thank goodness!) and before the rush of November […]