Nov 14, 2018 | Firm Updates, Individual Tax, Tax Tips
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips: Avoid surprise capital gains Unlike with stocks, you cannot avoid capital gains on mutual...
Nov 6, 2018 | Firm Updates, Small Business, Tax Tips
The Tax Cuts and Jobs Act (TCJA) has enhanced two depreciation-related breaks that are popular year-end tax planning tools for businesses. To take advantage of these breaks, you must purchase qualifying assets and place them in service by the end of the tax year. That...
Nov 1, 2018 | Firm Updates, Individual Tax, Tax Tips
A tried-and-true year-end tax strategy is to make charitable donations. As long as you itemize and your gift qualifies, you can claim a charitable deduction. But did you know that you can enjoy an additional tax benefit if you donate long-term appreciated stock...
Oct 30, 2018 | Firm Updates, Individual Tax, International Tax
Most people think of jack-o-lanterns, graveyards, or frightful costumes when they think of scary Halloween things. In the tax world, sure, we think all of those are scary, but we also think some very scary tax and IRS situations are worth screaming about, too! So, in...