Income Tax 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 […]
October 2, 2018

Health Savings Accounts: Desirable, Despite the Complexity

Healthcare continues to be one of the most significant expenses you will incur during your […]
April 20, 2018

Chained CPI Explained and the Impact on the New Tax Act

As an update to our prior article New Law Doubles the Estate Tax Exclusion Amount but […]
February 20, 2018

A Summary of The Tax Cut and Jobs Act of 2017

The Tax Cut and Jobs Act of 2017, passed by Congress and signed by President […]