Jun 12, 2018 | Firm Updates, Individual Tax, Retirement Planning
The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But the new law also made major changes to gift and estate taxes. While the TCJA didn’t repeal these taxes, it did significantly reduce the number of taxpayers...
Jun 6, 2018 | Firm Updates, Individual Tax
Many Americans relocate to another state when they retire. If you’re thinking about such a move, state and local taxes should factor into your decision. Income, property and sales tax Choosing a state that has no personal income tax may appear to be the best option....
May 29, 2018 | Firm Updates, Individual Tax, Tax Tips
Many employees receive stock-based compensation from their employer as part of their compensation and benefits package. The tax consequences of such compensation can be complex and subject to ordinary-income, capital gains, employment and other taxes. But if you...
May 15, 2018 | Firm Updates, Individual Tax, Tax Tips
In many parts of the country, summer is peak season for selling a home. If you’re planning to put your home on the market soon, you’re probably thinking about things like how quickly it will sell and how much you’ll get for it. But don’t neglect to consider the tax...
May 8, 2018 | Firm Updates, Individual Tax, Tax Tips
If you received a large refund after filing your 2017 income tax return, you’re probably enjoying the influx of cash. But a large refund isn’t all positive. It also means you were essentially giving the government an interest-free loan. That’s why a large refund for...
