Income Tax Planning

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 […]
December 1, 2014

Kiddie Tax Class 101

See Kiddie Tax Update, dated January 2018 Just what is the Kiddie Tax, and how does […]
November 28, 2014

Wise Charitable Giving Via Beneficiary Designations

In spite of charitable intent, many generous folks fail to include charities in their estate […]