Income Tax Planning

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 […]
February 2, 2018

Who Gets a Tax Cut?

Scratching your head about the new tax bill? The Tax Cut and Jobs Act of […]
January 10, 2018

Tax Deduction “Bunching” – The Tax Cuts and Jobs Act of 2017

In my 25 years as a CPA, I rarely advised a client to claim the […]
January 1, 2018

Kiddie Tax Update

Several years ago, we wrote an article about the Kiddie Tax. The recent Tax Cuts and […]
December 20, 2016

Preparing for Tax Law Changes—Actions to Consider Now

For the reader with the short attention span, here is a brief list of actions […]
September 20, 2016

A ZERO-Percent Tax Rate? Are you missing out on the 0% tax rate on dividends and capital gains?

Even individuals with significant assets may qualify for the zero percent federal tax rate on […]
June 28, 2015

Hidden Taxes

Many US taxpayers recall the high income tax rates of the early 1980’s. In 1981, […]
December 28, 2014

‘Tis the Season

During the holidays, many people’s thoughts turn to gifts. Folks find they are either spending […]