03 Sep Back-to-school time means a tax break for teachers
Posted at 00:00h
in individual tax
New rules apply to the educator expense deduction. The TCJA has made significant changes to many deductions for individuals; learn the facts here....
Insights
03 Sep 3 reasons you should continue making lifetime gifts
Posted at 00:00h
in estate planning
Lifetime gifts provide significant benefits, whether your estate is taxable or not. We have 3 reasons why making gifts is an important part of estate planning...
27 Aug Keep it SIMPLE: A tax-advantaged retirement plan solution for small businesses
Posted at 00:00h
in not for profit
Offering a retirement plan can provide your business with valuable tax deductions and help you attract and retain great employees....
27 Aug Make a licensing agreement work for your nonprofit
Posted at 00:00h
in kneg meta
If you're considering a licensing arrangement, will the partnership really will generate funds and, maybe more important, a positive impression of your brand?...
27 Aug Play your tax cards right with gambling wins and losses
Posted at 00:00h
in small business
If you gamble be sure you understand the tax consequences. Both wins & losses can affect your income tax bill. And changes with the TCJA could also have impact....
27 Aug At your own risk: The pitfalls of DIY estate planning
Posted at 00:00h
in estate planning
Unless your estate is small and your plan is exceedingly simple, the pitfalls of do-it-yourself (DIY) estate planning can be many. Here are a few pitfalls....
20 Aug Addressing long-term care costs with a tax-qualified LTC insurance policy
Posted at 00:00h
in estate planning
The annual cost of LTC can reach six figures so it's important to have a plan to finance these costs by setting aside some of your savings or buying insurance....
20 Aug Keep an eye out for extenders legislation
Posted at 00:00h
in not for profit
The TCJA and Tax Reform 2.0 have grabbed a lot of headlines, but for certain individual taxpayers, what happens with "extenders" legislation is also important....
20 Aug Nonprofits should be prepared for sudden outpouring of support
Posted at 00:00h
in individual tax
It may seem like an unlikely problem, but your nonprofit needs a plan to handle a potential outpouring of support. Here are a few ideas how you can prepare....
20 Aug Assessing the S corp
Posted at 00:00h
in small business
S corp status isn't the best option for every business. Assessing the tax differences can be tricky with the tax law changes going into effect this year....